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President and Manager · Transamerica Retirement Advisors, LLC

Jason S. Frain

CRD 5141625 · Named on Form ADV at one SEC-registered adviser

At a glance

Transamerica Retirement Advisors, LLC, an SEC-registered wealth manager based in Cedar Rapids, IA with $18.8 billion in regulatory assets, lists Jason S. Frain on its Form ADV as President and Manager, a control person.

Firms and roles

AtlasMembers

Jason’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Jay A. HewittVice President and Manager, Transamerica Retirement Advisors, LLC
  • Gregg W. HolgateManager, Transamerica Retirement Advisors, LLC
  • Mark J. PowersVice President and Chief Compliance Officer, Transamerica Retirement Advisors, LLC
  • Brian BeitzelTreasurer, Transamerica Retirement Advisors, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jason’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.