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Jamshid Seleh

Bankers Life Advisory Services, INC.
3 Years of Experience
Sherman Oaks, CA
1 Disclosure
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Jamshid Seleh is a registered investment advisor at Bankers Life Advisory Services, INC., based in Sherman Oaks, CA, with 3 years of industry experience. Jamshid operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 14,314 clients with $2.5B in assets under management.

Bankers Life Advisory Services, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
534 advisors
Number of Clients
14,314 clients
Average Client Portfolio
$174K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees range from 0.50% to 2.50% annually and are negotiable based on portfolio size and other business considerations.

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

Location

5805 Sepulveda Blvd Suite 800, Sherman Oaks, CA, 91411

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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.
Criminal
May 1995
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
August 2026 - Present · 2 mos
Previous Registrations
Transamerica Financial Advisors, LLC
December 2023 - November 2025 · 1 yr 11 mos
Transamerica Financial Advisors, INC.
October 2020 - December 2021 · 1 yr 2 mos
State Registrations1 state
CA
Advisor

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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