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PR

Portia J. Ryan-gerton

TRANSFORMATION WEALTH MANAGEMENT
Atlanta, GA 30339
Some features on this profile are disabled
CRD#: 2199739
PR

Professional summary

Portia Jonelle Ryan-gerton, who also goes by Portia Jonelle Ojemuyiwa, Portia Jonelle Ryan, Portia Ryan-gerton, is a registered financial advisor currently at TRANSFORMATION WEALTH MANAGEMENT, LLC located in Atlanta, Georgia.

Portia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Portia has worked at 11 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Portia Jonelle Ojemuyiwa | Portia Jonelle Ryan | Portia Ryan-Gerton

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)Portia Ryan-Gerton, Sole Proprietor; Investment-related; Atlanta GA; Insurance; Insurance Agent; Start Date 07/2018; HRS/MO=10; Fixed life insurance sales and service. 2) GroundForce Integrated Resources, Inc; Non Investment-related; Atlanta, GA; General Freight LTL; Administration; Start Date 09/02/2021; HRI/MO=16; No hours during trading; Office Administration. 3) Eye Design Interiors, LLC; Non-Inv related; Smyrna, GA; owner/interior designer; Start Date: 11/2021; 20 hours per month; No hours during trading.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Portia Jonelle Ryan-gerton's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 19, 2020 - Present

TRANSFORMATION WEALTH MANAGEMENT, LLC

Office #1: 3100 Interstate N Circle Se Suite 200, Atlanta, GA 30339
RIA
CRD#: 309299
Atlanta, GA
Past

July 18, 2018 - June 12, 2020

AMERITAS INVESTMENT COMPANY, LLC

RIA
CRD#: 14869
Atlanta, GA
Past

July 17, 2018 - June 12, 2020

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
Atlanta, GA
Past

September 21, 2017 - June 22, 2018

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
ATLANTA, GA
Past

September 6, 2017 - June 22, 2018

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
ATLANTA, GA
Past

December 21, 2016 - July 19, 2017

EDWARD JONES

RIA
CRD#: 250
MARIETTA, GA
Past

November 29, 2016 - July 19, 2017

EDWARD JONES

BD
CRD#: 250
MARIETTA, GA
Past

March 7, 2007 - May 28, 2008

SBK-BROOKS INVESTMENT CORP.

BD
CRD#: 35851
CLEVELAND, OH
Past

January 30, 2004 - February 13, 2007

SBK-BROOKS INVESTMENT CORP.

BD
CRD#: 35851
ATLANTA, GA
Past

May 16, 2000 - December 31, 2001

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
WINDSOR, CT
Past

January 8, 1997 - May 26, 1998

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL
Past

March 1, 1995 - May 15, 1995

ROBERT SCOTT SECURITIES, INC.

BD
CRD#: 28180
Past

March 13, 1994 - December 20, 1994

KENNEDY, CABOT & CO.

BD
CRD#: 2417
BEVERLY HILLS, CA
Past

March 19, 1992 - November 28, 1992

CC&Q INVESTORS DIVERSIFIED, INC.

BD
CRD#: 26644
Past

February 5, 1992 - March 13, 1992

CHATFIELD DEAN & CO., INC.

BD
CRD#: 14714
GREENWOOD VILLAGE, CO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Georgia
(6/19/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/18/2016
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 1/13/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/29/2016
General Securities Representative Examination

Current Firm

TW
TRANSFORMATION WEALTH MANAGEMENT, LLC
TRANSFORMATION WEALTH MANAGEMENT, LLC

CRD#: 309299 / SEC#:

Georgia
Registered Investment Advisory firm - (6/19/2020 Approved)
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Contact information

Main Address
3100 Interstate N Circle Se Suite 200, Atlanta, GA 30339
Mailing Address
Phone number
(770) 874-9959
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts4
AUM (Assets Under Management)$ 457,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TRANSFORMATION WEALTH MANAGEMENT, LLC

CRD#: 309299Atlanta, GA 30339

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