Jason Jeffrey Hagen
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.
- Delta Air LinesNov 2023 to now
- WfgiaNov 2023 to now
- WealthwaveFeb 2023 to now
- Wyndham LLCDec 2015 to now
- Msi Capital Group, Inc dba Msi Lending of LexingtonJun 2012 to now
- Transamerica Financial Advisors, IncJan 2012 to now
- Msi Capital Group, Inc.May 2008 to now
- Msi Financial Group, IncAug 2007 to now
- Hamburg PropertiesJan 2006 to now
- Spirit Airlines, Inc.Mar 2023 to Feb 2024
- Psa Airlines, Inc,Dec 2022 to Dec 2022
- Triton Airways LLCFeb 2021 to Feb 2023
- Triton Airways LLCJun 2019 to Jul 2019
- 2700 Old Rosebud Council Nof Co-ownerMay 2017 to Jun 2025
- Central LLCMar 2016 to Dec 2023
- World Title and Abstract Inc.Jun 2005 to Dec 2018
- Universal Marketing Group, Inc.Feb 2004 to Jan 2023
- Msi Lending, Inc.Dec 2002 to Dec 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (KY).
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
- 4439209
- Firm CRD
- 16164