Jason F. Wetmore

TRANSAMERICA RETIREMENT ADVISORS

Leawood, KS

CRD#: 3187563

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Professional summary

Jason Frank Wetmore is a registered financial advisor currently at TRANSAMERICA RETIREMENT ADVISORS, LLC located in Leawood, Kansas and TRANSAMERICA INVESTORS SECURITIES, LLC located in Plymouth, Minnesota.

Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Jason has worked at 9 firms and has passed the Series 66, Series 63, Series 52TO, SIE, Series 7, Series 6, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Frank Wetmore's CRS (Customer Relationship Summary).

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

April 13, 2026 - Present

TRANSAMERICA RETIREMENT ADVISORS, LLC

RIA

CRD#: 107319

Leawood, KS

Current

April 13, 2026 - Present

TRANSAMERICA INVESTORS SECURITIES, LLC

CRD#: 32205

Plymouth, MN

Past

July 18, 2022 - April 8, 2026

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

JOHNS CREEK, GA

Past

July 15, 2022 - April 8, 2026

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

LEAWOOD, KS

Past

June 1, 2015 - August 23, 2021

WADDELL & REED

RIA

CRD#: 866

OVERLAND PARK, KS

Past

February 14, 2011 - August 23, 2021

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

Past

March 2, 2010 - February 7, 2011

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

CRD#: 102920

KANSAS CITY, MO

Past

October 14, 2009 - January 19, 2010

NRP FINANCIAL, INC.

CRD#: 103717

LEAWOOD, KS

Past

January 25, 2008 - November 10, 2008

UMB FINANCIAL SERVICES, INC.

CRD#: 17073

KANSAS CITY, MO

Past

September 1, 2000 - November 28, 2007

TRANSAMERICA CAPITAL, LLC

CRD#: 8217

DENVER, CO

Past

March 3, 1999 - August 15, 2000

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

CRD#: 7834

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TRANSAMERICA RETIREMENT ADVISORS, LLC

DIVERSIFIED INVESTMENT ADVISORS INC | TRANSAMERICA RETIREMENT ADVISORS, LLC | TRANSAMERICA RETIREMENT ADVISORS, INC. | DIVERSIFIED RETIREMENT CORPORATION | DIVERSIFIED INVESTMENT ADVISORS, INC.

CRD#: 107319 / SEC#: 801-42910

RIA

Registered Investment Advisory firm - (12/16/1992 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(4/13/2026)

Alaska
(4/13/2026)

Arizona
(4/13/2026)

Arkansas
(4/13/2026)

California
(4/13/2026)

Colorado
(4/13/2026)

Connecticut
(4/13/2026)

Delaware
(4/13/2026)

District of Columbia
(4/13/2026)

Florida
(4/13/2026)

Georgia
(4/13/2026)

Hawaii
(4/13/2026)

Idaho
(4/13/2026)

Illinois
(4/13/2026)

Indiana
(4/13/2026)

Iowa
(4/13/2026)

Kansas
(4/13/2026)

IAR

Kansas
(4/13/2026)

Kentucky
(4/13/2026)

Louisiana
(4/13/2026)

Maine
(4/13/2026)

Maryland
(4/13/2026)

Massachusetts
(4/13/2026)

Michigan
(4/13/2026)

Minnesota
(4/13/2026)

Mississippi
(4/13/2026)

Missouri
(4/13/2026)

Montana
(4/13/2026)

Nebraska
(4/13/2026)

Nevada
(4/13/2026)

New Hampshire
(4/13/2026)

New Jersey
(4/13/2026)

New Mexico
(4/13/2026)

New York
(4/13/2026)

North Carolina
(4/13/2026)

North Dakota
(4/13/2026)

Ohio
(4/13/2026)

Oklahoma
(4/13/2026)

Oregon
(4/13/2026)

Pennsylvania
(4/13/2026)

Puerto Rico
(4/13/2026)

Rhode Island
(4/13/2026)

South Carolina
(4/13/2026)

South Dakota
(4/13/2026)

Tennessee
(4/13/2026)

Texas
(4/13/2026)

Utah
(4/13/2026)

Vermont
(4/13/2026)

Virginia
(4/13/2026)

Washington
(4/13/2026)

West Virginia
(4/13/2026)

Wisconsin
(4/13/2026)

Wyoming
(4/13/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/1/2015

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/16/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 1/2/2023

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/12/2010

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/2/1999

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 53

Date: 10/1/2014

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 5/14/2011

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

TRANSAMERICA RETIREMENT ADVISORS, LLC

DIVERSIFIED INVESTMENT ADVISORS INC | TRANSAMERICA RETIREMENT ADVISORS, LLC | TRANSAMERICA RETIREMENT ADVISORS, INC. | DIVERSIFIED RETIREMENT CORPORATION | DIVERSIFIED INVESTMENT ADVISORS, INC.

CRD#: 107319 / SEC#: 801-42910

RIA

Registered Investment Advisory firm - (12/16/1992 Approved)

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Contact information

Main Address

6400 C Street Sw, Cedar Rapids, IA 52499

Mailing Address

Phone number

(866) 368-0566

Established

Firm type

Fiscal year end

# of Employees

383

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TRANSAMERICA RETIREMENT ADVISORS, LLC THIRD PARTY MONEY MANAGERS BROCHURES (5/22/2025)

TRANSAMERICA RETIREMENT ADVISORS, LLC TRANSAMERICA PERSONALIZED PORTFOLIOS BROCHURE (2/14/2025)

TRANSAMERICA RETIREMENT ADVISORS, LLC. DEFINED BENEFIT SERVICES BROCHURE (2/14/2025)

TRANSAMERICA RETIREMENT ADVISORS, LLC. MANAGED ADVICE SERVICES BROCHURE (2/14/2025)

Regulatory assets under management

Total Number of Accounts	212,836
AUM (Assets Under Management)	$ 16,157,423,229

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/10/2025	Cover Page	Report
10/25/2024	Cover Page	Report
07/25/2023	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Jason F. Wetmore

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Frank Wetmore's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRANSAMERICA INVESTORS SECURITIES, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

WADDELL & REED

WADDELL & REED

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

NRP FINANCIAL, INC.

UMB FINANCIAL SERVICES, INC.

TRANSAMERICA CAPITAL, LLC

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

Primary Firm SEC Registration

TRANSAMERICA RETIREMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/1/2015

Series 63

Date: 10/16/2009

Series 52TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 4/12/2010

Series 6

Date: 3/2/1999

Series 53

Date: 10/1/2014

Series 24

Date: 5/14/2011

FINRA

Current Firm

TRANSAMERICA RETIREMENT ADVISORS, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TRANSAMERICA RETIREMENT ADVISORS, LLC

TRUST BUT VERIFY

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