Yuanfang Jiao
Investment adviser representative at Transamerica Financial Advisors, LLC
11 yearsExperience
3 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
11 years in the industry.
- H&r BlockMar 2024 to now
- Aetna IncJan 2024 to now
- Inland Empire Health PlanJan 2024 to now
- Azimuth Risk SolutionsAug 2023 to now
- InsubuyAug 2023 to now
- International Medical GroupAug 2023 to now
- Trawick Internatinal Inc.Aug 2023 to now
- Worldtrips Travel InsuranceAug 2023 to now
- Sharp Health PlanJan 2022 to now
- Legacyshield Solutions, Inc.May 2021 to now
- Cigna Health InsuranceOct 2020 to now
- Anthem Blue CrossDec 2018 to now
- Blue Sheild of California (health Insurance)Dec 2018 to now
- Covered CaliforniaDec 2018 to now
- Kaiser PermanenteDec 2018 to now
- Valley Health PlanDec 2018 to now
- Transamerica Financial Advisors, LLCSep 2016 to now
- WfgiaFeb 2016 to now
- California State University East BaySep 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 3 states (CA, NJ, TX).
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
- 6709149
- Firm CRD
- 16164