Jessie Tran, financial advisor Alviso CA

Jessie Tran

CRD Number: 4735141
Current Firm: Transamerica Financial Advisors, Inc.

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.

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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
Contact Info for Jessie Y. Tran
Phone Number: 727-299-1800
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,815
    MILLIONS
  • Total Number of Accounts
    59,659
    ACCOUNTS
  • Average Account Value
    $30,430
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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