Jeffrey M Wolfrey
Investment adviser representative at Transamerica Financial Advisors, LLC
24 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
24 years in the industry.
- Transamerica Financial Advisors, IncJul 2022 to now
- WealthwaveAug 2014 to now
- Jeffrey M Wolfrey and Mary G Wolfrey TrustOct 2005 to now
- World Financial GroupJun 2001 to now
- Gwvetrn IncJun 2022 to Dec 2025
- Jmwolfrey IncOct 2021 to Apr 2025
- AflacMay 2019 to Jun 2021
- PomcarMay 2019 to Mar 2020
- Trans Care TransmissionsNov 2017 to Feb 2018
- NetlawAug 2017 to Jun 2021
- Wolfrey IncDec 2016 to Apr 2022
- Camarillo Pony BaseballMar 2012 to Feb 2018
- Transamerica Financial Advisors, IncJan 2012 to Jun 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (NV).
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
- 3276704
- Firm CRD
- 16164