Yuh-Jiun
Chen
Transamerica Financial Advisors, Inc
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About this Advisor
Yuh-Jiun Chen is a financial advisor based in Saratoga, California who has 5 years of relevant experience. Chen currently works for Transamerica Financial Advisors, Inc. Chen has gained experience at Ta-Chi Orchard, Legacy Realty & Loan, Wfg, Butterfly Effect LLC, Lotus Packing, Inc, Legacy Elite, Inc, Eligere Investment Holding, LLC, Richmond Hills Partnership, Transamerica Financial Advisors, Inc, Spa Gaia, LLC, Poshmark, Green Valley Realty Usa, Ocean Mortgage Corp, Googain Inc and Googain Dba Maxreal. Chen holds Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in California. Transamerica Financial Advisors, Inc is a financial advisory business operating out of Saint Petersburg, FL. It has offices in 286 locations and a total of 1,235 people on staff. It manages $2 billion in assets between its 59,659 customer accounts, placing it among the largest firms in the country by assets under management. The firm advises 18 charities and foundations. Of its 59,659 customer accounts, just 2% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Transamerica Financial Advisors, Inc performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors usually depend on which services the firm provides the client. However, fees charged by Transamerica Financial Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,815,425,709
1,235
59,659
$30,430
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
Yuh-Jiun Chen Work History
Yuh-Jiun has been registered as a financial advisor for 5 years.*
Googain Inc
Googain Dba Maxreal
Poshmark
Transamerica Financial Advisors, Inc
Butterfly Effect LLC
Eligere Investment Holding, LLC
Legacy Elite, Inc
Wfg
Legacy Realty & Loan
Green Valley Realty Usa
Ocean Mortgage Corp
Ta-Chi Orchard
Lotus Packing, Inc
Spa Gaia, LLC
Richmond Hills Partnership
*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 Yuh-Jiun Chen 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
Macon, GA
Fullerton, CA
Braintree, MA
Irvine, CA
Pasadena, CA
Campbellsville, KY
San Antonio, TX
Woodland Hills, CA
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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