Yuanfang
Jiao

Transamerica Financial Advisors, Inc

CRD#6709149
Investment Advisor
in Houston, TX

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About this Advisor

Yuanfang Jiao is a financial advisor operating out of Houston, Texas who has 3 years of industry experience. Jiao is an advisor for Transamerica Financial Advisors, Inc. During their career, Jiao has held roles at Transamerica Financial Advisors, Inc, World Financial Group, Inc, California State University East Bay, Student, Devry University, Blue Sheild Of California (Health Insurance), Covered California, Kaiser Permanente, Anthem Blue Cross, Valley Health Plan, Cigna Health Insurance, Legacyshield Solutions, Inc and Sharp Health Plan. Jiao has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in California and Texas. Transamerica Financial Advisors, Inc is a registered investment company that has its headquarters in Saint Petersburg, FL. The investment advisory business has offices in 286 locations and a total of 1,235 people on staff. It administers $2 billion in total assets between its 59,659 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides services to 18 charities and foundations. Of its 59,659 customer accounts, just 2% are associated with high-net-worth investors who have more than $1 million in investable assets. Transamerica Financial Advisors, Inc offers a diverse set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fees largely are based on which service is offered. However, fees charged by Transamerica Financial Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 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

Office Location

2825 Wilcrest Drive Suite 450
Houston, TX 77042

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,815,425,709

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

1,235

TX Average: 62
Total Number of Accounts

59,659

TX Average: 2,474
Average Account Size

$30,430

TX Average: $750,025

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

Yuanfang Jiao Work History

Yuanfang has been registered as a financial advisor for 3 years.*

2022 - Present (2 years)

Sharp Health Plan

2021 - Present (3 years)

Legacyshield Solutions, Inc

2020 - Present (4 years)

Cigna Health Insurance

2018 - Present (6 years)

Blue Sheild Of California (Health Insurance)

2018 - Present (6 years)

Covered California

2018 - Present (6 years)

Kaiser Permanente

2018 - Present (6 years)

Anthem Blue Cross

2018 - Present (6 years)

Valley Health Plan

2016 - Present (8 years)

Transamerica Financial Advisors, Inc

2016 - Present (8 years)

World Financial Group, Inc

2015 - 2019 (4 years)

California State University East Bay

2014 - 2015 (1 year)

Devry University

2007 - 2014 (7 years)

Student

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Yuanfang Jiao 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

Julie Sun
Bellevue, WA
Himawan Brasali
San Carlos, CA
James Shoblo
Colorado Springs, CO
Amanda Ryba
San Jose, CA
Derrick Choi
Braintree, MA
Chima Uzobuihe
Laurel, MD
David Winn
Bridgeport, MI
Qi Dong
Plano, TX

The content in this profile was updated by SmartAsset on 4/16/2023. 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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