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Liqiu Jiang

Investment adviser representative at Transamerica Financial Advisors, LLC
12 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

12 years in the industry.

  1. Vera TherapeuticsJul 2024 to now
  2. Corcept Therapeutics, IncJan 2023 to now
  3. Transamerica Financial Advisors, LLCNov 2015 to now
  4. WfgiaMay 2014 to now
  5. Rigel Pharmaceuticals. Inc.Jan 2022 to Jun 2023
  6. Gilead Sciences, IncJul 2020 to Dec 2021
  7. Anthem Blue CrossMar 2017 to Aug 2021
  8. Anthem, Inc.Dec 2016 to Aug 2021
  9. FibrogenSep 2014 to Aug 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2015
  • Series 65 · Uniform Investment Adviser Law2017

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
6587969
Firm CRD
16164
Advisor's SEC record (opens in a new tab)
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