Jeffrey Carvin Anderson
Investment adviser representative at Transamerica Financial Advisors, LLC
28 yearsExperience
3 statesRegistered in
$2.1BFirm assets
35 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
28 years in the industry.
- AmsAug 2026 to now
- Lspn Pro, LLCJun 2022 to now
- Transamerica Financial Advisors, IncJan 2012 to now
- Health InsuranceAug 2008 to now
- World Financial GroupJun 2001 to now
- Planning ConceptsJan 1998 to now
- Farmhouse Property RentalApr 2012 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 3 states (ID, TX, UT).
Transamerica Financial Advisors, LLC
$2.1BAssets managed
42,735Clients
1,121Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2003860
- Firm CRD
- 16164