Jill Elizabeth Winter
Investment adviser representative at Transamerica Retirement Advisors, LLC
10 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
10 years in the industry.
- Transamerica Retirement Advisors, LLCJul 2022 to now
- Transamerica Investors Securities CorporationJul 2022 to now
- Transamerica Life Insurance CompanyJun 2022 to now
- EquitableApr 2018 to Jun 2022
- Equitable Advisors, LLCApr 2018 to Jun 2022
- AXA Advisors, LLCApr 2018 to Jun 2020
- AXA EquitableApr 2018 to Jun 2020
- UnemployedSep 2017 to Apr 2018
- ComphealthApr 2016 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 6947884
- Firm CRD
- 107319