Jessie
Duong

Transamerica Financial Advisors, Inc

CRD#6637866
Investment Advisor
in Las Vegas, NV

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jessie Duong is a financial advisor based in Las Vegas, Nevada, working with Transamerica Financial Advisors, Inc. Jessie has previously held positions at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Family Trust Insurance, Student, Jessie Doanh Duong, Humana, Sierra Health Services Inc, Prominence Health First, Aetna Life Insurance Company, Anthem Inc, Delta Dental, Silversummit Healthplan Inc, United Health Care, H & R Block Inc, and Insurance About Outside Carriers. Jessie has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Nevada. Currently, Jessie is part of Transamerica Financial Advisors, Inc, which operates out of Las Vegas, Nevada. 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

7390 W Sahara Ave Suite 200 F
Las Vegas, NV 89117

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,619,430,178

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

1,127

NV Average: 62
Total Number of Accounts

45,001

NV Average: 2,474
Average Account Size

$35,987

NV Average: $750,025

Investment Advisory Services

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

Jessie Duong Work History

2016 - Present (9 years)

Transamerica Financial Advisors, Inc

2015 - Present (10 years)

World Financial Group, Inc

2015 - Present (10 years)

Insurance About Outside Carriers Â?" Health

2017 - 2021 (4 years)

Silversummit Healthplan Inc

2017 - 2018 (1 year)

H & R Block Inc

2015 - 2021 (6 years)

Jessie Doanh Duong

2015 - 2021 (6 years)

Humana

2015 - 2018 (3 years)

Sierra Health Services Inc

2015 - 2021 (6 years)

Prominence Health First

2015 - 2021 (6 years)

Aetna Life Insurance Company

2015 - 2021 (6 years)

Anthem Inc

2015 - 2021 (6 years)

Delta Dental

2015 - 2021 (6 years)

United Health Care

2014 - 2015 (1 year)

Family Trust Insurance

2008 - 2015 (7 years)

Student

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Jessie Duong 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

Gregory Clingerman
Dayton, OH
Jennifer Lewis
Cincinnati, OH
Steven Smith
Portland, OR
Kevin Brunkow
Englewood, CO
Angel Vidal
Port Jefferson Station, NY
Donald Coombs
Concord, CA
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started