Yuanfang
Jiao
Transamerica Financial Advisors, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Yuanfang Jiao is a financial advisor based in Houston, Texas, working with Transamerica Financial Advisors, Inc. Yuanfang has previously held positions at Transamerica Financial Advisors, Inc, Wfgia, California State University East Bay, Devry University, Blue Shield Of California (Health Insurance), Covered California, Kaiser Permanente, Anthem Blue Cross, Valley Health Plan, Cigna Health Insurance, Legacyshield Solutions, Inc, Sharp Health Plan, Insubuy, Trawick International Inc, Worldtrips Travel Insurance, International Medical Group, Azimuth Risk Solutions, Aetna Inc, Inland Empire Health Plan, and H&R Block. Yuanfang has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, New Jersey, and Texas. Currently, Yuanfang is part of Transamerica Financial Advisors, Inc, which operates out of Houston, Texas. 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 selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Yuanfang Jiao Work History
Aetna Inc
Inland Empire Health Plan
H&R Block
Insubuy
Trawick Internatinal Inc
Worldtrips Travel Insurance
International Medical Group
Azimuth Risk Solutions
Sharp Health Plan
Legacyshield Solutions, Inc
Cigna Health Insurance
Blue Sheild Of California (Health Insurance)
Covered California
Kaiser Permanente
Anthem Blue Cross
Valley Health Plan
Transamerica Financial Advisors, Inc
Wfgia
California State University East Bay
Devry University
Disclosures
Please visit the SEC profile of Yuanfang Jiao 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
Gaithersburg, MD
Thousand Oaks, CA
Cedar Rapids, IA
Tampa, FL
Port Jefferson Station, NY
Orem, UT
Villa Park, IL
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.
