Weijun
Zhang

Transamerica Financial Advisors, Inc

CRD#6114967
Investment Advisor
in Short Hills, NJ

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About this Advisor

Weijun Zhang is a financial advisor based in Short Hills, New Jersey, working with Transamerica Financial Advisors, Inc. Weijun has previously held positions at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Ctnj LLC, and The Fortis Agency, LLC. Weijun has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut and New Jersey. Currently, Weijun is part of Transamerica Financial Advisors, Inc, which operates out of Short Hills, New Jersey. The firm has 276 offices and 1,127 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses and the selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

830 Morris Turnpike Suite 208
Short Hills, NJ 07078

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,619,430,178

NJ Average: $1,855,561,029
Total Number of Employees

1,127

NJ Average: 62
Total Number of Accounts

45,001

NJ Average: 2,474
Average Account Size

$35,987

NJ Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Weijun Zhang Work History

2020 - Present (4 years)

The Fortis Agency, LLC

2015 - Present (9 years)

Transamerica Financial Advisors, Inc

2011 - Present (13 years)

World Financial Group, Inc

2018 - 2023 (5 years)

Ctnj LLC

2012 - 2015 (3 years)

Transamerica Financial Advisors, Inc

Disclosures

Please visit the SEC profile of Weijun Zhang to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Transamerica Financial Advisors, Inc

Donald Coombs
Concord, CA
Yancey Mbolda
Houston, TX
Steven Smith
Portland, OR
Robin Corley
Falls Church, VA
Angel Vidal
Port Jefferson Station, NY
Jennifer Lewis
Cincinnati, OH
Sergio Xula
Villa Park, IL
Stephen Short
Ontario, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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