Jun
Ge

Transamerica Financial Advisors, Inc

CRD#6651179
Investment Advisor
in Short Hills, NJ

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About this Advisor

Jun Ge is a financial advisor based in Short Hills, New Jersey, working with Transamerica Financial Advisors, Inc. Jun has previously held positions at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Student, Cleary Gottlieb Steen Amp; Hamilton, Ernst Amp; Young, Aig Advisor Group, and International Insurance Asset Management. Jun has passed the Series 66 regulatory exam and is registered to provide services in New Jersey and New York. Currently, Jun is part of Transamerica Financial Advisors, Inc, which operates out of Short Hills, New Jersey. 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 66

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

830 Morris Turnpike Suite 208
Short Hills, NJ 07078

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,619,430,178

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

1,127

NJ Average: 62
Total Number of Accounts

45,001

NJ Average: 2,474
Average Account Size

$35,987

NJ Average: $750,025

Investment Advisory Services

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

Jun Ge Work History

2023 - Present (1 year)

Transamerica Financial Advisors, Inc

2023 - Present (1 year)

World Financial Group, Inc

2022 - 2023 (1 year)

Student

2021 - 2022 (1 year)

Cleary Gottlieb Steen Amp; Hamilton

2020 - 2021 (1 year)

Ernst Amp; Young

2019 - 2020 (1 year)

Student

2017 - 2019 (2 years)

Student

2016 - 2017 (1 year)

Aig Advisor Group

2013 - 2016 (3 years)

International Insurance Asset Management

Disclosures

Please visit the SEC profile of Jun Ge 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

Derek Thompson
New York, NY
John Collins
Fishers, IN
Jonathan Fonash
Cedar Rapids, IA
Junwei Liu
West Covina, CA
Angel Vidal
Port Jefferson Station, NY
Gregory Clingerman
Dayton, OH
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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