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Mutual Funds

Numerous mutual funds are available, and they can be held with the fund company, or in our brokerage accounts. Click here to view links to some of the mutual fund companies available through our broker/dealer Transamerica Financial Advisors, Inc.

What Is A Mutual Fund?

To make a trade, use the form in the contact us menu, or call your TFA Representative, John Kaighn, at 609 827 0194.

Alger Funds    Alliance Funds   American Funds    Calamos Funds    Delaware Funds    DWS Funds    Eaton Vance Funds   Federated Investors     Fidelity Investments   Franklin Templeton Funds   Invesco Funds    John Hancock Funds    MFS Funds    Munder Funds    Oppenheimer Funds    Pimco Funds    Pioneer Funds    Putnam Funds    Seligman Funds     Transamerica Funds      

Check out the features and benefits provided by a Pershing Brokerage Account, offered by Transamerica Financial Advisors, Inc., which include:

  • Consolidated statement which shows all investments including money market funds, stocks, bonds, mutual funds, unit investment trusts, partnerships, brokered CD's and annuities
  • Daily sweep of idle cash into a money market account
  • Available borrowing power for Margin approved accounts
  • Resource checking services
  • Free ACH transactions from checking to brokerage and from brokerage to checking
  • Electronic funds transfer services
  • Free dividend reinvestment
  • Direct deposit of payroll, social security, pension checks, etc. capturing instant assets
  • Online access to account information
  • Access to numerous mutual funds from different investment companies as well as variable annuities* from many insurance companies

 

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*Jersey Benefits Advisors is a Registered Investment Advisor in the State of New Jersey. This website should not be considered a solicitation of investment advisory services in any other state outside of New Jersey. Jersey Benefits Advisors is not affiliated with Transamerica Financial Advisors, Inc. ("TFA") John Kaighn offers investment advice through Jersey Benefits Advisors.

*John Kaighn is a Registered Representative offering securities through Transamerica Financial Advisors, Inc., ("TFA") a registered broker/dealer, 570 Carillon Parkway, St Petersburg, FL 33716-1202, member FINRA & SIPC. John Kaighn offers investment advice through Jersey Benefits Advisors, which is not affiliated with TFA.

*John Kaighn is licensed to offer securities through TFA in the states of CA, CO, DE, FL, MD, NC, NJ, NY, and PA. This Website should not be considered a solicitation for securities business in any other state.

*This web page offers links to other companies. Once a hyperlink is activated, you will be leaving Jersey Benefits Group, Inc., and operate outside Jersey Benefits Group, Inc. Website. Jersey Benefits Group, Inc. is not responsible for the validity, completeness or accuracy of any information provided on those sites to which you may link. Furthermore, Jersey Benefits Group, Inc. shall not be liable for any direct or indirect system damage or other problems you may incur as a result of linking to any other website, including any consequences arising from your accessing third party technologies, sites, information and programs made available through Jersey Benefits Group, Inc.

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