Jun Ge
Investment adviser representative at Transamerica Financial Advisors, LLC
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Transamerica Financial Advisors, IncNov 2024 to now
- TransperfectSep 2024 to now
- WfgiaMar 2023 to now
- Transamerica Financial Advisors, IncMay 2023 to Jul 2024
- StudentSep 2022 to May 2023
- Cleary Gottlieb Steen and Hamilton LLPSep 2021 to Sep 2022
- Ernst YoungSep 2020 to Sep 2021
- StudentAug 2017 to Oct 2020
- AIGJan 2016 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
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
- 6651179
- Firm CRD
- 16164