Jaime Marie Villalovos
Investment adviser representative at Transamerica Financial Advisors, LLC
25 yearsExperience
2 statesRegistered in
$2.1BFirm assets
35 yearsFirm in business
Are you Jaime Marie Villalovos? Claim your profile
Contact this firm
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.
- Happy and Strong Book/authorMay 2021 to now
- Happy & Strong, IncMar 2021 to now
- All for One, Inc.Feb 2016 to now
- Transamerica Financial Advisors, IncJan 2012 to now
- Team Revolution Inc. (revolution Financial Management)Aug 2004 to now
- World Financial Group, Inc.Jun 2001 to now
- DebtmericaApr 2019 to Mar 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (CA, TN).
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
- 4129115
- Firm CRD
- 16164