Janelyne Yu Ho
Investment adviser representative at Transamerica Financial Advisors, LLC
20 yearsExperience
5 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
20 years in the industry.
- Alpha Omega Real Estate LLCMay 2026 to now
- Inheritguard, LLCJul 2024 to now
- Bali Computing Ltd dba Federal Student Loan Repayment AdvisorsSep 2023 to now
- Gc2 Transformation Financials, Inc.Apr 2022 to now
- College Loan FreedomMay 2021 to now
- Legacy ShieldFeb 2021 to now
- Net Law Group Inc.Feb 2021 to now
- Transamerica Financial Advisors, LLCNov 2016 to now
- WfgiaFeb 2011 to now
- Student Optimum ServicesMar 2026 to Mar 2026
- Lspn Pro, LLCFeb 2023 to Jul 2024
- DebtamericaNov 2020 to Mar 2022
- Janelyne Yu LaraDec 2018 to Jun 2022
- Kaiser PermanenteApr 2006 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 5 states (CA, FL, NC, 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
- 6729204
- Firm CRD
- 16164