Megan Jantz, financial advisor Layton UT

Megan Jantz

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Megan M. Jantz
Phone Number: 727-299-1800
Registered State(s):
  • ID
  • UT
By the Numbers
  • Total Assets Under Management
    2,071
    MILLIONS
  • Total Number of Accounts
    52,745
    ACCOUNTS
  • Average Account Value
    $39,264
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • 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
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, WY

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