Jessie Young Tran
Investment adviser representative at Transamerica Financial Advisors, LLC
21 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
21 years in the industry.
- South Bay Health Insurance ServicesSep 2023 to now
- Ontime Realty CorpAug 2022 to now
- Transamerica Financial Advisors, IncJan 2012 to now
- WfgAug 2007 to now
- Ptec Solutions IncOct 2022 to Aug 2023
- Liberty Tax - Linda Brayden CpaFeb 2022 to Aug 2023
- Mobilehomeloans.comJan 2022 to Aug 2023
- Nexa Mortgage, LLCJan 2022 to Jan 2022
- Obsidian Financial Inc.Sep 2021 to Aug 2023
- Prosper MarketplaceOct 2019 to Feb 2021
- Vince's Shellfish Co, Inc.Aug 2018 to Aug 2023
- Realty WorldJun 2018 to Oct 2019
- Php Group, IncOct 2017 to May 2019
- Autonation Acura of Stevens CreeksAug 2017 to Dec 2017
- Toyota SunnyvaleJul 2016 to Dec 2016
- Hife College PlanningApr 2013 to Dec 2017
- Jessie Dental LabApr 2005 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2008
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
- 4735141
- Firm CRD
- 16164