Wei
Jian
Transamerica Financial Advisors, Inc
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About this Advisor
Wei Jian is a financial advisor working out of Peachtree Corners, Georgia with 11 years of industry experience. Jian is currently employed by Transamerica Financial Advisors, Inc. During their career, the advisor has held roles at World Financial Group, Kaiser Permanente, Atl General Enterprises Inc, International Financial Services, Inc, Transamerica Financial Advisors, Inc, Rent Property, 1858 Rent Property, Fortune Four Holdings LLC, Atlantic Plus Inc, Dayone Enterprise, Inc and Bolt Insurance Agency. Jian maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Georgia. Transamerica Financial Advisors, Inc is a financial advisory business that has its headquarters in Saint Petersburg, FL. The investment advisory business has offices in 286 locations and a total of 1,235 financial advisors. It has $2 billion in assets among its 59,659 client accounts, placing it among the biggest investment advisory firms in the United States 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 clients who have greater than $1 million in investable assets. Transamerica Financial Advisors, Inc performs a broad array of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fee schedules vary depending on the services. However, fee types billed 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
Wei Jian Work History
Wei has been registered as a financial advisor for 11 years.*
Bolt Insurance Agency
Dayone Enterprise, Inc
Transamerica Financial Advisors, Inc
International Financial Services, Inc
Kaiser Permanente
World Financial Group
1858 Rent Property
Fortune Four Holdings LLC
Atlantic Plus Inc
Atl General Enterprises Inc
Rent Property
*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 Wei Jian to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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