Jeffrey Bunderson (CRD# 4230864) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Layton, UT and has over 23 years of experience in the finance industry.
CRD# 3037835
Rock House Financial
CRD# 2851331
Fidelity Personal And Workplace Advisors
CRD# 1260613
Stratos Wealth Partners, Ltd
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Legacyshield Solutions, Inc. | Ponte Vedra Beach, FL | Aug 2021 - Current | 2 |
| Net Law Group, Inc. | Louisville, KY | Oct 2020 - Current | 3 |
| Managed Wealth Financial | South Jordan, UT | Jan 2018 - Current | 6 |
| Wealthwave | Alpharetta, GA | Jan 2018 - Current | 6 |
| Kl Marketiing LLC | Syracuse, UT | Jan 2015 - Current | 9 |
| Transamerica Financial Advisors, Inc. | Layton, UT | Jan 2012 - Current | 12 |
| Wfgia | Layton, UT | Jun 2001 - Current | 22 |
| Rmf Productions | Clearfield, UT | Aug 1999 - Current | 24 |
| Debtmerica | Santa Ana, CA | Aug 2014 - Mar 2022 | 7 |
| Boy Scouts Of America | Clearfield, UT | May 2008 - Feb 2020 | 11 |
| Layton Hills Marketing, LLC | Layton, UT | Jun 2009 - Dec 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2000 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2007 |
- TX
- UT
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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