Jerome David Jostak
Investment adviser representative at Transamerica Financial Advisors, LLC
25 yearsExperience
1 stateRegistered 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.
- Icu Medical, Inc.Nov 2023 to now
- Transamerica Financial Advisors, IncJan 2012 to now
- WfgiaJun 2001 to now
- Eteam IncAug 2022 to Nov 2023
- FieldworkJun 2022 to Dec 2023
- Prosperity Builders IncJun 2020 to Oct 2023
- Transamerica Employee BenefitsJul 2017 to Oct 2023
- Debtmerica Relief LLCJun 2017 to Feb 2022
- Destiny Builders 3 LLCMay 2013 to Sep 2020
- Qualified BenefitsAug 2012 to Dec 2023
- Anthem Insurance Companies IncJun 2012 to Dec 2023
- Lincoln Financial GroupJun 2012 to Oct 2023
- Met LifeJun 2012 to Oct 2023
- UnumJun 2012 to Oct 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 2907144
- Firm CRD
- 16164