AdFi
JM

Jamee Michelle Bateau

Investment Adviser Representative at Transamerica Financial Advisors, LLC

Las Vegas, NVCRD #7504800Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jamee Michelle Bateau is an investment adviser representative with Transamerica Financial Advisors, LLC in Las Vegas, NV, where they have been registered since 2024. They have worked in the securities industry since 2022. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Nevada, New Jersey, and Texas.

Office

8861 W. Sahara Ave., Suite 260
Las Vegas, NV 89117

Advisors at this office: 10

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Nevada, New Jersey, Texas
Broker:
10 states and territories

Alaska, California, Colorado, Florida, Illinois, Nevada, New Jersey, New York, Texas, Washington

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/6/2024
Series 63
Uniform Securities Agent State Law Examination
Passed 6/9/2022
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 2/25/2022
SIE
Securities Industry Essentials Examination
Passed 5/11/2021

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Transamerica Financial Advisors, LLCCurrent
5/8/2024 – Las Vegas, NV

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. LSPN PRO, LLC
    Sep 2021 – no end date reportedLindon, UT
  2. Crane Financial, Inc.
    Sep 2021 – Jan 2022Palm Harbor, FL
  3. Jamee Bateau, Notary Public
    Dec 2019 – no end date reportedLas Vegas, NV
  4. Transamerica Financial Advisors, Inc
    Feb 2022 – no end date reportedLas Vegas, NV
  5. World Financial Group, Inc.
    May 2018 – no end date reportedLas Vegas, NV
  6. Pololu Inc
    Apr 2013 – Oct 2018Las Vegas, NV
  7. WealthWave
    Jan 2021 – no end date reportedJohns Creek, GA
  8. Bateau Enterprise
    Jul 2023 – no end date reportedHenderson, NV
  9. Revolution Financial Management
    Aug 2018 – no end date reportedNashville, TN
  10. Do & Be Arts Academy of Excellence
    Sep 2023 – no end date reportedNorth Las Vegas, NV
  11. Bali Computing LTD dba Federal Student Loan Repayment Advisors
    Oct 2023 – no end date reportedHenderson, NV
  12. Paladin Consulting LLC
    Feb 2025 – no end date reportedHenderson, NV

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Transamerica Financial Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Portfolio Management for Individuals and Small BusinessesSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporationsOther

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
1,109
Offices listed on AdvisorFinder:
26
Main office:
Philadelphia, PA
SEC file number:
801-38618

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 31, 2026

View full firm profile

Other advisors at Transamerica Financial Advisors, LLC

Showing 12 of 1,109 in the directory

View Transamerica Financial Advisors, LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jamee Michelle Bateau has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Jamee Michelle Bateau (Transamerica Financial Advisors)