Jeremiah Gregory, financial advisor Tucson AZ

Jeremiah Gregory

CRD Number: 6714597
Current Firm: Transamerica Financial Advisors, Inc.

Jeremiah Gregory (CRD# 6714597) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Tucson, AZ and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Transamerica Financial Advisors, Inc. Tucson, AZ Oct 2015 - Current 6
World Financial Group, Inc. Tucson, AZ Feb 2015 - Current 6
St. Joseph's Hospital Tucson, AZ Mar 2018 - Sep 2018 < 1
Tenet Healthcare Corporation Tucson, AZ Mar 2015 - Sep 2018 3
Sterilmed Inc. Plymouth, MN Jul 2014 - Feb 2015 < 1
Student Phoenix, AZ Jul 2014 - Oct 2014 < 1
United Cereebral Palsy Of Southern Arizona Tucson, AZ Oct 2013 - Jun 2014 < 1
Student Phoenix, AZ Jul 2013 - Aug 2013 < 1
Unemployed Tucson, AZ Jul 2010 - Jul 2013 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2017
S65 NASAA Investment Advisors Law Examination Jan 2018
Contact Info for Jeremiah T. Gregory
Phone Number: 727-299-1800
Registered State(s):
  • AZ
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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