Jing
Wu

Transamerica Financial Advisors, Inc

CRD#5030940
Investment Advisor
in Arcadia, CA

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About this Advisor

Jing Wu is a financial advisor based in Arcadia, California, working with Transamerica Financial Advisors, Inc. Jing has previously held positions at World Financial Group, Famous Garden, Inc, Transamerica Financial Advisors, Inc, Jing Wu Rental Property, Jing Wu, Independent Facilitator, Ihss Provider, Chinese Parents Association For The Disabled, and Franklin Foundation. Jing has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Jing is part of Transamerica Financial Advisors, Inc, which operates out of Arcadia, California. 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

444 E. Huntington Drive Suite 207
Arcadia, CA 91006

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,619,430,178

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

1,127

CA Average: 62
Total Number of Accounts

45,001

CA Average: 2,474
Average Account Size

$35,987

CA Average: $750,025

Investment Advisory Services

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

Jing Wu Work History

2024 - Present (0 year)

Franklin Foundation

2023 - Present (1 year)

Chinese Parents Association For The Disabled

2022 - Present (2 years)

Jing Wu, Independent Facilitator

2022 - Present (2 years)

Ihss Provider

2019 - Present (5 years)

Jing Wu Rental Property

2012 - Present (12 years)

Transamerica Financial Advisors, Inc

2010 - Present (14 years)

Famous Garden, Inc

2006 - Present (18 years)

World Financial Group

Disclosures

Please visit the SEC profile of Jing Wu 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

Pamela Rodriguez Reiffert
San Antonio, TX
Yancey Mbolda
Houston, TX
Sergio Xula
Villa Park, IL
Derek Thompson
New York, NY
Angel Vidal
Port Jefferson Station, NY
Gregory Clingerman
Dayton, OH
Robin Corley
Falls Church, VA
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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