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Jesus Maymi

Investment adviser representative at Transamerica Financial Advisors, LLC
25 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

25 years in the industry.

  1. The Jay MaymiMar 2015 to now
  2. Author - Jesus MaymiJun 2012 to now
  3. Transamerica Financial Advisors, LLCJan 2012 to now
  4. Empowered Life MinistriesAug 2007 to now
  5. WfgiaApr 2002 to now
  6. J. Maymi&assoc. Inc.Jan 2001 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1995
  • Series 65 · Uniform Investment Adviser Law2008

State registrations

Registered as an investment adviser representative in 2 states (NJ, TX).

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
2502999
Firm CRD
16164
Advisor's SEC record (opens in a new tab)
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