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Jarrod Bruce Hendricks

Investment adviser representative at Transamerica Financial Advisors, LLC
25 yearsExperience
4 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. Jb HendoMar 2024 to now
  2. Inherit GuardJun 2023 to now
  3. Lspn ProJun 2023 to now
  4. Transamerica Financial Advisors, IncJan 2012 to now
  5. Hendricks FinancialJan 2007 to now
  6. WfgiaJun 2001 to now
  7. Jerome C. PriceSep 2008 to May 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998
  • Series 65 · Uniform Investment Adviser Law2005

State registrations

Registered as an investment adviser representative in 4 states (CA, NC, 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
3106404
Firm CRD
16164
Advisor's SEC record (opens in a new tab)
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