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Jeffrey Wolfrey

Transamerica Financial Advisors, LLC
24 Years of Experience
Las Vegas, NV
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Jeffrey Wolfrey is a registered investment advisor at Transamerica Financial Advisors, LLC, based in Las Vegas, NV, with 24 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 42,735 clients with $2.1B in assets under management.

Transamerica Financial Advisors, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
1121 advisors
Number of Clients
42,735 clients
Average Client Portfolio
$49K average
Assets Under Management
$2.1B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.75%

Maximum total annual program fees are up to 2.75% for TFA365 and third-party manager programs, and up to 2.0% for Transamerica ONE. Fees vary based on the specific program, model portfolios selected, and negotiations with your investment advisor representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6375 S. Pecos Rd., Suite 200, Las Vegas, NV, 89120

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2004
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jeffrey sells insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors, Inc and Wealthwave. He is also the president of GWVETRN INC and a trustee for JEFFREY M WOLFREY AND MARY G WOLFREY TRUST.

Employment History
Current Registrations
Transamerica Financial Advisors, LLC
July 2022 - Present · 4 yrs 3 mos
Transamerica Financial Advisors, LLCBroker
July 2022 - Present · 4 yrs 3 mos
Previous Registrations
Transamerica Financial Advisors, INCBroker
January 2012 - June 2021 · 9 yrs 5 mos
Transamerica Financial Advisors, INC.
January 2012 - June 2021 · 9 yrs 5 mos
Investment Advisors International, INC.
May 2007 - January 2012 · 4 yrs 8 mos
World Group Securities, INC.Broker
April 2002 - January 2012 · 9 yrs 9 mos
Wma Securities, INC.Broker
May 2001 - April 2002 · 11 mos
PFS Investments INC.Broker
August 2000 - April 2001 · 8 mos
State Registrations10 states
ARAZCACTNCNVSCSDVAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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