Jameel Muhammad
Investment adviser representative at Transamerica Financial Advisors, LLC
10 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
10 years in the industry.
- Wsb Flight Team LLCApr 2025 to now
- Transamerica Financial Advisors, IncApr 2021 to now
- Lspn Pro, LLC.Jan 2021 to now
- Jar InsuranceSep 2020 to now
- World Financial Group, Inc.Feb 2018 to now
- Keystone AdvsiorsApr 2024 to Feb 2026
- United Healthcare Golden Rule Insurance CompanyJun 2020 to Feb 2026
- Republic FinanceAug 2016 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 7365260
- Firm CRD
- 16164