Jeremy Hules, financial advisor Calabasas CA
81 score

Jeremy Hules

CRD Number: 5276153
Current Firm: Transamerica Financial Advisors, Inc.

Jeremy Hules (CRD# 5276153) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Calabasas, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Transamerica Financial Advisors, Inc. Calabasas, CA Jan 2012 - Current 4
World Financial Group Calabasas, CA Oct 2006 - Current 10
La Unifed School District Sunland, CA Sep 2001 - Current 15
Zis Insurance Woodland Hills, CA Apr 2007 - Feb 2016 8
Gaspar Insurance Services Woodland Hills, CA Mar 2012 - Sep 2012 < 1
Investment Advisors International, Inc. Woodland Hills, CA Jul 2008 - Jan 2012 3
World Group Securities Woodland Hills, CA Feb 2007 - Jan 2012 4
Lucas Insurance Services Woodland Hills, CA Apr 2008 - Mar 2011 2
United Bank Card, Inc. Woodlands Hills, CA Jun 2008 - Jan 2010 1
Community Lending Woodland Hills, CA Apr 2007 - Sep 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2007
S65 NASAA Investment Advisors Law Examination Jan 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Jeremy Hules
Phone Number: 727-299-1800
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
81

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