Jer-Sheng
Chen
Transamerica Financial Advisors, Inc
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About this Advisor
Jer-Sheng Chen is a financial advisor who works out of Aurora, Illinois, with a total of 1 year of relevant experience. Chen is currently employed by Transamerica Financial Advisors, Inc. Over the course of their career, Chen has held roles at World Financial Group, Inc, Navistar, Inc, Transamerica Financial Advisors, Inc and Blue Cross Blue Shield Of Illinois. Chen holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Illinois. Transamerica Financial Advisors, Inc is a company that has its headquarters in Saint Petersburg, FL. The investment advisory business has offices in 286 locations and a total of 1,235 advisors. It oversees $2 billion in assets under management among its 59,659 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 18 charitable organizations. Of its 59,659 client accounts, just 2% belong to high-net-worth clients who have more than $1 million in assets available to invest. Transamerica Financial Advisors, Inc performs a number 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 fee schedules typically depend on the type of services offered. However, fees 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
Jer-Sheng Chen Work History
Jer-Sheng has been registered as a financial advisor for 1 years.*
Transamerica Financial Advisors, Inc
Blue Cross Blue Shield Of Illinois
World Financial Group, Inc
Navistar, Inc
*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 Jer-Sheng 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
San Jose, CA
Draper, UT
Irvine, CA
Plano, TX
Braintree, MA
Cincinnati, OH
San Antonio, TX
Pasadena, 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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