Yuh-jiun Chen
Investment adviser representative at Transamerica Financial Advisors, LLC
26 yearsExperience
1 stateRegistered in
$2.1BFirm assets
35 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
26 years in the industry.
- Googain dba MaxrealAug 2019 to now
- PoshmarkSep 2017 to now
- Transamerica Financial Advisors, IncJan 2012 to now
- Eligere Investment Holding, LLCMay 2007 to now
- Butterfly Effect LLCJan 2007 to now
- Legacy Elite, IncNov 2006 to now
- WfgJun 2001 to now
- Legacy Realty & LoanNov 2000 to now
- Googain IncAug 2019 to Jan 2026
- Ocean Mortgage CorpJul 2018 to Sep 2019
- Green Valley Realty USAJun 2018 to Sep 2019
- Ta-chi OrchardDec 2007 to Nov 2021
- Lotus Packing, Inc.Dec 2007 to Nov 2016
- SPA Gaia, LLCJan 2007 to Mar 2022
- Richmond Hills PartnershipJan 2005 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
Transamerica Financial Advisors, LLC
$2.1BAssets managed
42,735Clients
1,121Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2565755
- Firm CRD
- 16164