Jon GulleyCRD Number: 5422069
Current Firm: Transamerica Financial Advisors, Inc.
Jon Gulley (CRD# 5422069) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Tampa, FL and has over 5 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Unified Partners||Clearwater, FL||Aug 2015 - Current||1|
|Liberty Tax Service||Virginia Beach, VA||Feb 2014 - Current||3|
|Kelly Services Inc.||Troy, MI||Apr 2013 - Current||4|
|Transamerica Financial Advisors, Inc.||Tampa, FL||Jan 2012 - Current||5|
|Council Of Neighborhoods Assoc. Of South Florida||St. Petersburg, FL||Jan 2011 - Current||6|
|World Financial Group, Inc.||Tampa, FL||Dec 2010 - Current||6|
|November Limousine And Sedan||St. Petersburg, FL||May 2008 - Current||9|
|Investment Advisors International, Inc.||Lakeland, FL||Oct 2011 - Jan 2012||< 1|
|World Group Securities, Inc.||Lakeland, FL||May 2011 - Jan 2012||< 1|
|Mml Investors Services, Inc.||Tampa, FL||Oct 2007 - Dec 2010||3|
|Levin Financial Group||Tampa, FL||May 2008 - May 2010||2|
|Massmutual Life Insurance Company||Tampa, FL||Sep 2007 - May 2010||2|
|First Home Bank||Seminole, FL||Aug 2005 - Sep 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2011|
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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