Jakob A Barker
Investment adviser representative at Transamerica Financial Advisors, LLC
13 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
13 years in the industry.
- Transamerica Financial Advisors, IncSep 2024 to now
- Managed Wealth FinancialJun 2023 to now
- WfgiaJun 2023 to now
- StudentJun 2021 to Sep 2023
- Ram ElectricJun 2020 to Jun 2021
- Greenix Pest ControlMay 2020 to Aug 2020
- DominosOct 2019 to May 2020
- Jimmy JonhsJan 2018 to Oct 2019
- StudentJan 2013 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 7989335
- Firm CRD
- 16164