Jason Anthony Flucker-williams
Investment adviser representative at Transamerica Financial Advisors, LLC
12 yearsExperience
1 stateRegistered in
$2.1BFirm assets
35 yearsFirm in business
Are you Jason Anthony Flucker-williams? 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
12 years in the industry.
- Polk CountySep 2025 to now
- Transamerica Financial Advisors, IncMay 2024 to now
- WfgiaMar 2024 to now
- UnemployedMar 2023 to Feb 2024
- Transamerica Financial Advisors, IncAug 2021 to Feb 2023
- World Financial Group, Inc.Nov 2019 to Mar 2023
- Ultimate Medical AcademyAug 2019 to Jul 2022
- Raymond James FinancialDec 2018 to Aug 2019
- UnemployedJul 2018 to Dec 2018
- AXA Advisors, LLCMay 2018 to Jul 2018
- Institute of Human PerformanceJan 2018 to Apr 2018
- StudentJan 2014 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6951200
- Firm CRD
- 16164