Advisor at Transamerica Financial Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Transamerica Financial Advisors
Location
Florence, AL
Credentials
Series 63, Series 65
Industry experience
26 years
Jeffrey Stone is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining Transamerica in 2016, he worked at Ameriprise Financial for five years. Outside of finance, he is engaged in fine art creation and sales through his business, Jeffrey Stone Fine Art. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm delivers services through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers to implement its advisory approach.
Based on Transamerica Financial Advisors
Based on Transamerica Financial Advisors
$0 - $10,000: 0.65% (Transamerica ALPHA Standard Service Model) $10,001+: 0.95% (Transamerica ALPHA Premier Service Model applies 0.95% on assets above $10,000, 0.65% on assets $10,000 and below)
Commission-based compensation for fixed insurance products through affiliated insurance agency and broker-dealer activities
Minimum fee: For TFA365 Advisory Program accounts below minimum, a minimum annual account fee applies, e.g., $150 minimum annual fee (approximately $12.50 per month) Fee-only: Advisory fees charged as a percentage of assets under management in advisory programs; no commissions for advisory services
Florence, AL
Alabama · Iowa · North Carolina · Puerto Rico · Texas
Jeffrey Stone Fine Art
2019 - Present (7 years)
Transamerica Financial Advisors, Inc
2016 - Present (10 years)
World Financial Group, Inc.
2016 - Present (10 years)
Ameriprise Financial
2011 - 2016 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Series 63, Series 65
Florence, AL
Axient Investment Advisors LLC
Series 66
Florence, AL
Axient Investment Advisors LLC
Series 63, Series 66
Florence, AL
Money Concepts Capital Corp
Series 65, Series 66
Florence, AL
AlphaStar Capital Management
Series 65
Florence, AL
AlphaStar Capital Management
Series 65
Florence, AL
AlphaStar Capital Management
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