Jiajie Yuan
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.
- Kaiser PermanenteOct 2026 to now
- TownhouseJun 2025 to now
- Transamerica Financial Advisors, IncJul 2022 to now
- WfgiaJul 2016 to now
- HeliogenNov 2022 to Oct 2023
- Faraday FutureNov 2020 to Nov 2022
- UnemployedJul 2020 to Nov 2020
- Karma AutomotiveJun 2019 to Jul 2020
- UnemployedMar 2019 to Jun 2019
- Indi EvJan 2019 to Mar 2019
- Faraday FutureApr 2018 to Jan 2019
- Toyota Motor North AmericaJul 2016 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, NJ).
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
- 7601646
- Firm CRD
- 16164