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Jeffrey B
Series 63, Series 66
Eden Prairie, MN
Transamerica Retirement Advisors, LLC
Jeffrey Bruce is a financial advisor at Transamerica Retirement Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions since 2014, following a brief tenure at Ameriprise in 2014. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering programs that provide managed portfolios, non-discretionary advice, and investment education. The firm employs Morningstar Investment Management’s proprietary tools for portfolio construction and focuses on asset allocation, contribution rates, and retirement timing guidance.
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