Keith Jackson
Investment adviser representative at Transamerica Financial Advisors, LLC
15 yearsExperience
2 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
15 years in the industry.
- Transamerica Financial Advisors, LLCMay 2026 to now
- WfgiaMay 2026 to now
- Dale Properties and Asset ManagementMar 2011 to now
- LPL Financial LLCJun 2025 to Sep 2025
- LPL Enterprise, LLCMar 2024 to Nov 2024
- Tapfin/eyMay 2023 to Jun 2023
- Tapfin/eyNov 2022 to Apr 2023
- Vigilant SecuritiesOct 2019 to Dec 2022
- Summit GlobalSep 2019 to May 2023
- Merrill LynchNov 2015 to Oct 2017
- World Financial GroupNov 2014 to Mar 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 2 states (IA, PA).
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
- 2454736
- Firm CRD
- 16164