Wei
Jian
Transamerica Financial Advisors, Inc
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About this Advisor
Wei Jian is a financial advisor based in Peachtree Corners, Georgia, working with Transamerica Financial Advisors, Inc. Wei has previously held positions 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. Wei has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia. Currently, Wei is part of Transamerica Financial Advisors, Inc, which operates out of Peachtree Corners, Georgia. 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.
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Fee Structure
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Transamerica Financial Advisors, Inc Brokerage Details
$1,619,430,178
1,127
45,001
$35,987
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Wei Jian Work History
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
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.
Financial Advisors at Transamerica Financial Advisors, Inc
New York, NY
Concord, CA
Portland, OR
Englewood, CO
Port Jefferson Station, NY
San Antonio, TX
Cedar Rapids, IA
Ontario, CA
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