James Eugene Reiner
Investment adviser representative at Transamerica Financial Advisors, LLC
29 yearsExperience
3 statesRegistered 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
29 years in the industry.
- Rochester & Erie Railway, LLCApr 2023 to now
- Iron Road Services LLCMar 2023 to now
- Aetna Inc.Jul 2022 to now
- Digital 55 LLCJul 2022 to now
- Fedex CorpJun 2022 to now
- The Guardian Life Insurance Company of AmericaOct 2021 to now
- Transamerica Financial Advisors, IncJul 2021 to now
- World Financial Group, Inc.Jun 2021 to now
- Star Marketing and Administration, IncDec 2021 to Mar 2023
- MetlifeAug 2021 to Mar 2023
- Nylife Securities, LLCMar 2021 to Jun 2021
- Business Network InternationalFeb 2021 to Mar 2023
- New York Life Insurance CompanySep 2020 to Jun 2021
- Norfolk Southern CorporationJan 1997 to Feb 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 3 states (MO, NC, OH).
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
- 7296883
- Firm CRD
- 16164