Jane
Chen

Transamerica Financial Advisors, Inc

CRD#5400841
Investment Advisor
in Mesa, AZ

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About this Advisor

Jane Chen is an advisor in Mesa, Arizona. Currently an investment advisor with Transamerica Financial Advisors, Inc, Chen has 11 years of experience in the financial advisory industry. Chen holds Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative. Chen is able to advise customers in Arizona and California. The advisor has gained experience at Keller Williams Arizona Realty, Allstar Financial Advisors, LLC, Allstar Financial Group, LLC, Realty One Group, World Financial Group, Inc, Transamerica Financial Advisors, Inc, Empower Brokerage, Wsb Phoenix Financial Center, LLC, Jeunesse Global, Healthcare Solutions Team, Heartland Institute Of Financial Education, Spirit Dental and Nebo Associates. Transamerica Financial Advisors, Inc is headquartered in Mesa, Arizona, and has 312 additional brick-and-mortar locations in the nation. In total, Transamerica Financial Advisors, Inc manages $1 billion in assets covering 45,703 accounts and retains more than 1,271 people. The level of assets currently under the firm's management makes it one of the bigger firms in the United States. The firm manages 11,800 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 1% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Transamerica Financial Advisors, Inc provides portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm's fees may include asset-based and commission-based fees.

Certifications and Registrations

Series 65, Series 63

Years of Experience

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Commissions

Disclosures

Yes

Office Location

1833 W Main St Suite 138
Mesa, AZ 85201

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,015,629,122

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

1,271

AZ Average: 62
Total Number of Accounts

45,703

AZ Average: 2,474
Average Account Size

$22,222

AZ Average: $750,025

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Jane Chen Work History

Jane has 12 years of experience.

2019 - Present (1 year)

Nebo Associates

2017 - Present (3 years)

Spirit Dental

2016 - Present (4 years)

Wsb Phoenix Financial Center, LLC

2016 - Present (4 years)

Jeunesse Global

2016 - Present (4 years)

Healthcare Solutions Team

2015 - Present (5 years)

Empower Brokerage

2014 - Present (6 years)

Transamerica Financial Advisors, Inc

2013 - Present (7 years)

World Financial Group, Inc

2013 - Present (7 years)

Heartland Institute Of Financial Education

2013 - 2013 (< 1 year)

Allstar Financial Advisors, LLC

2012 - 2013 (1 year)

Allstar Financial Group, LLC

2010 - 2012 (2 years)

Realty One Group

2008 - 2010 (2 years)

Keller Williams Arizona Realty

Disclosures

Jane Chen has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Transamerica Financial Advisors, Inc

Amanda Ryba
San Jose, CA
Juan Aguilar
Renton, WA
Litonya Allen
Portland, OR
Avi Crane
Laguna Hills, CA
Byung Kim
Flushing, NY
Sinwai Lee
Greenbelt, MD
Richard Christman
Duluth, GA
James Ritchie
Dayton, OH

This content was compiled from the SEC and FINRA.

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