Jonathon Kerr Hamilton
Investment adviser representative at Transamerica Retirement Advisors, LLC
11 yearsExperience
1 stateRegistered in
$18.8BFirm assets
33 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Transamerica Retirement Advisors, LLCSep 2024 to now
- Transamerica Investors Securities CorporationSep 2024 to now
- Transamerica Life Insurance CompanySep 2024 to now
- UnemployedMay 2024 to Sep 2024
- Wells Fargo Bank, NAJan 2023 to May 2024
- Wells Fargo Clearing Services, LLCJan 2023 to May 2024
- Mortgage RightOct 2020 to Nov 2022
- Wells Fargo Clearing Services, LLCNov 2016 to Aug 2017
- Wells Fargo AdvisorsJan 2015 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2014
- Series 66 · Uniform Combined State Law2014
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NC).
Transamerica Retirement Advisors, LLC
$18.8BAssets managed
212,722Clients
303Advisers
33 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
- 6323837
- Firm CRD
- 107319