Megan JantzCRD Number: 6156520
Current Firm: Transamerica Financial Advisors, Inc.
Megan Jantz (CRD# 6156520) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Layton, UT and has over 8 years of experience in the finance industry.
Rock House Financial
Wells Fargo Clearing Services, LLC
Stratos Wealth Partners, Ltd
|Jantz Management||Twin Falls, ID||Mar 2017 - Current||4|
|Transamerica Financial Advisors, Inc.||Layton, UT||Jan 2013 - Current||9|
|World Financial Group, Inc.||Layton, UT||Nov 2011 - Current||10|
|Jantz Rentals||Twin Falls, ID||Jul 2016 - Oct 2019||3|
|Buckle||Wichita, KS||Aug 2010 - Aug 2012||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2013|
|S65||NASAA Investment Advisors Law Examination||Aug 2016|
Total Assets Under Management2,071MILLIONS
Total Number of Accounts52,745ACCOUNTS
Average Account Value$39,264
- A percentage of assets under your management
- 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
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, WY
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