Jason D. Kahle
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jason Douglas Kahle, who also goes by Jason Douglas Kahle, was a registered financial professional .
Jason is a previously registered financial professional and started their career in finance in 2007. Jason had worked at 9 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 25, 2022 - January 17, 2025
TRANSAMERICA RETIREMENT ADVISORS, LLC
February 25, 2022 - January 17, 2025
TRANSAMERICA INVESTORS SECURITIES, LLC
August 2, 2021 - November 17, 2021
VICTORY CAPITAL MANAGEMENT INC.
February 1, 2021 - November 17, 2021
VICTORY CAPITAL SERVICES, INC.
June 19, 2019 - December 8, 2020
THE CHAMPION GROUP, INC.
February 23, 2018 - January 2, 2019
THE CHAMPION GROUP, INC.
November 10, 2015 - August 24, 2017
NYLIFE SECURITIES LLC
August 16, 2011 - March 11, 2013
TD AMERITRADE, INC.
August 16, 2011 - March 11, 2013
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
August 2, 2011 - March 11, 2013
TD AMERITRADE, INC.
April 23, 2008 - July 28, 2011
GRAND FINANCIAL, INC.
January 15, 2007 - March 22, 2007
TD AMERITRADE, INC.
Primary Firm SEC Registration
TRANSAMERICA RETIREMENT ADVISORS, LLC
CRD#: 107319 / SEC#: 801-42910
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
TRANSAMERICA RETIREMENT ADVISORS, LLC
CRD#: 107319 / SEC#: 801-42910
Contact information
SEC notice filing (53 States and Territories)
Documents
Part 2 Brochures
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 | ||
| 10/25/2024 | ||
| 07/25/2023 |
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.
