UBS Financial Services
47yrs
Kenneth Catanella
Financial advisor
1735 Market Street, 44th Floor Mellon Bank Center.
Philadelphia, PA 19103
Philadelphia, PA 19103
Top advisor by experience in Philadelphia
29yrs
Keith Jackson
Financial advisor at Transamerica Financial Advisors
Keith Jackson is a fiduciary financial advisor in Philadelphia, Pennsylvania, with 29 years in the industry. Keith joined Transamerica Financial Advisors in 2026, after less than a year at LPL Financial and less than a year at LPL Enterprise. Transamerica Financial Advisors offers investment management and selecting outside investment managers and is paid through a percentage of assets.
One of 1203 advisors with offices in Philadelphia, and one of 1105 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 13% by experience at Transamerica Financial Advisors
OfficePhiladelphia, PA
How the firm is paid ?Percent of assets
Typical client at the firm ?$48,577
Advisors at the firm1,120
States licensed ?1 state
Services through Transamerica Financial Advisors
Investment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jun 2026 – nowTransamerica Financial Advisors, LLCCurrent firm
- Aug 2025 – Oct 2025LPL Financial LLCPreviously
- Aug 2024 – Dec 2024LPL Enterprise, LLCPreviously
- Jul 2024 – Aug 2024LPL Financial LLCPreviously
- May 2023 – Jun 2023Ernst & Young Investment Advisers LLPPreviously
- 2020 – 2023Summit Global Investments, LLCPreviously
- Dec 2015 – Oct 2017MerrillPreviously
- Jan 2015 – Dec 2015Transamerica Financial Advisors, LLCPreviously
Earlier career (6 more)
- Feb 2012 – Feb 2013MSI Financial Services, Inc.Previously
- Oct 2011 – Nov 2011Oneamerica Securities, Inc.Previously
- 2006 – 2010Charles Schwab & CO., Inc.Previously
- Mar 2006 – Aug 2006Financial Integrity Advisors, LLCPreviously
- Jan 2006 – Jul 2006FSC Securities CorporationPreviously
- Sep 2005 – Oct 2005Asset & Financial Planning, LTDPreviously
Contact Keith
(770) 248-3271Transamerica Financial Advisors main office Philadelphia, PAOffice · Get directions LinkedIn pageTransamerica Financial AdvisorsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Keith
Tailored to Keith’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Keith
How do I contact Keith?
Call Transamerica Financial Advisors at (770) 248-3271 and ask for Keith Jackson. Keith works from the Philadelphia, PA office.
How long has Keith been a financial advisor?
Keith has been in the industry since 1997, about 29 years. Top 13% by experience at Transamerica Financial Advisors.
What licenses does Keith hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Keith a fiduciary?
Keith is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Keith paid?
Transamerica Financial Advisors reports being paid by a percentage of the assets they manage. Ask Keith for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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