Jared Charley
Investment Adviser Representative at Transamerica Retirement Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jared Charley is an investment adviser representative with Transamerica Retirement Advisors, LLC in Gilbert, AZ, where they have been registered since 2024. They have worked in the securities industry since 2019 and have been registered with 3 firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Arizona.
Registrations & licenses
- Investment adviser:
- Arizona
- Broker:
52 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2018 – Nov 2019Chandler, AZ
- UberFeb 2018 – Jul 2018Gilbert, AZ
- Phoenix Police DepartmentSep 2001 – Feb 2018Phoenix, AZ
- FedEx GroundMar 2018 – Mar 2018Chandler, AZ
- WalgreensApr 2018 – May 2018Chandler, AZ
- Paragon Systems, Inc.May 2018 – Jun 2018Peoria, AZ
- Morgan StanleyNov 2019 – Jul 2023Gilbert, AZ
- Morgan Stanley Private Bank, N.ASep 2020 – Jul 2023New York, NY
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2023 – Apr 2024Gilbert, AZ
- Northern Arizona UniversityJan 2018 – May 2018Flagstaff, AZ
- Bank of America, N.A.Sep 2023 – Apr 2024Gilbert, AZ
- Transamerica Investors Securities CorporationApr 2024 – no end date reportedGilbert, AZ
- Transamerica Life Insurance CompanyApr 2024 – no end date reportedGilbert, AZ
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Transamerica Retirement 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
- Fixed fee
- Firm account minimum
- $2,000,000
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
Retirement plans (including rollover IRAs, 401(k)s, and 403(b)s), life insurance (index universal life, term life, whole life, final expense), annuities (registered index-linked, variable, customer direct), investments (mutual funds, exchange-traded funds), and employee benefits (critical illness insurance, disability insurance, group universal life, hospital indemnity insurance, supplemental medical expense insurance).
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 309
- Offices listed on AdvisorFinder:
- 5
- Main office:
- Cedar Rapids, IA
- SEC file number:
- 801-42910
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Transamerica Retirement Advisors, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jared Charley 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.
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