Jessie Tran (CRD# 4735141) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Alviso, CA and has over 20 years of experience in the finance industry.
CRD# 3262592
Captrust
CRD# 2055289
Powering Your Retirement
CRD# 1351279
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
South Bay Health Insurance Services | San Jose, CA | Sep 2023 - Current | < 1 |
Ontime Realty Corp | San Jose, CA | Aug 2022 - Current | 1 |
Transamerica Financial Advisors, Inc. | Alviso, CA | Jan 2012 - Current | 12 |
Wfg | Alviso, CA | Aug 2007 - Current | 16 |
Ptec Solutions Inc. | Fremont, CA | Oct 2022 - Aug 2023 | < 1 |
Liberty Tax - Linda Brayden Cpa | San Jose, CA | Feb 2022 - Aug 2023 | 1 |
Mobilehomeloans.com | Truckee, CA | Jan 2022 - Aug 2023 | 1 |
Obsidian Financial Inc. | Melbourne, FL | Sep 2021 - Aug 2023 | 1 |
Vince's Shellfish Co, Inc. | San Bruno, CA | Aug 2018 - Aug 2023 | 5 |
Nexa Mortgage, LLC | Chandler, AZ | Jan 2022 - Jan 2022 | < 1 |
Prosper Marketplace | San Francisco, CA | Oct 2019 - Feb 2021 | 1 |
Realty World | San Jose, CA | Jun 2018 - Oct 2019 | 1 |
Jessie Dental Lab | San Jose, CA | Apr 2005 - Jul 2019 | 14 |
Php Group, Inc. | San Jose, CA | Oct 2017 - May 2019 | 1 |
Autonation Acura Of Stevens Creeks | Santa Clara, CA | Aug 2017 - Dec 2017 | < 1 |
Hife College Planning | Alviso, CA | Apr 2013 - Dec 2017 | 4 |
Toyota Sunnyvale | Sunnyvale, CA | Jul 2016 - Dec 2016 | < 1 |
Lords Insurance | San Jose, CA | Oct 2015 - Dec 2015 | < 1 |
Elite Realty Services | San Jose, CA | Sep 2015 - Dec 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2004 |
S65 | NASAA Investment Advisors Law Examination | Jun 2008 |
- CA
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Total Assets Under Management1,815MILLIONS
-
Total Number of Accounts59,659ACCOUNTS
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Average Account Value$30,430
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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