Jianmin
Zhao

Transamerica Financial Advisors, Inc

CRD#6810414
Investment Advisor
in Saint Louis, MO

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About this Advisor

Jianmin Zhao is a financial advisor based in Saint Louis, Missouri, working with Transamerica Financial Advisors, Inc. Jianmin has previously held positions at Transamerica Financial Advisors, Inc, Aima Neurology LLC, World Financial Group, Inc, Monsanto, Aima International LLC, and Myz International LLC. Jianmin has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Missouri and Texas. Currently, Jianmin is part of Transamerica Financial Advisors, Inc, which operates out of Saint Louis, Missouri. 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.

Certifications and Registrations

Series 65, Series 63

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

12977 North Forty Drive Suite 215
Saint Louis, MO 63141

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,619,430,178

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

1,127

MO Average: 62
Total Number of Accounts

45,001

MO Average: 2,474
Average Account Size

$35,987

MO Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Jianmin Zhao Work History

2018 - Present (6 years)

Transamerica Financial Advisors, Inc

2016 - Present (8 years)

World Financial Group, Inc

2004 - Present (20 years)

Aima International LLC

2017 - 2017 (< 1 year)

Transamerica Financial Advisors, Inc

2012 - 2023 (11 years)

Myz International LLC

2005 - 2018 (13 years)

Aima Neurology LLC

2004 - 2018 (14 years)

Aima Neurology LLC

1996 - 2014 (18 years)

Monsanto

Disclosures

Please visit the SEC profile of Jianmin Zhao 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

Jonathan Fonash
Cedar Rapids, IA
Junwei Liu
West Covina, CA
Sergio Xula
Villa Park, IL
Kevin Brunkow
Englewood, CO
Angel Vidal
Port Jefferson Station, NY
Steven Smith
Portland, OR
Robin Corley
Falls Church, VA
Stephen Short
Ontario, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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