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Walter Kevin Jones

Investment adviser representative at Transamerica Financial Advisors, LLC
12 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

12 years in the industry.

  1. Transamerica Financial Advisors, IncAug 2024 to now
  2. Transamerica Agency NetworkJan 2024 to now
  3. United Financial ServiceJan 2024 to now
  4. First Savings BankMay 2018 to Dec 2023
  5. UnemployedMar 2018 to Apr 2018
  6. Magnolia BankMay 2014 to Feb 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (KY).

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
7978345
Firm CRD
16164
Advisor's SEC record (opens in a new tab)
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