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Chunhong Jiang

Investment adviser representative at Transamerica Financial Advisors, LLC
23 yearsExperience
1 stateRegistered in
CFADesignation
$2.1BFirm assets

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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

23 years in the industry.

  1. Transamerica Financial Advisors, IncOct 2024 to now
  2. WfgiaAug 2022 to now
  3. Sunlight Networks LLCNov 2016 to now
  4. 3rocks Investment LLCJun 2023 to Oct 2024
  5. Credit SuisseAug 2003 to Oct 2022

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law2011

State registrations

Registered as an investment adviser representative in 1 state (NJ).

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
4704870
Firm CRD
16164
Advisor's SEC record (opens in a new tab)
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