Liqiu Jiang, financial advisor Alviso CA

Liqiu Jiang

CRD Number: 6587969
Current Firm: Transamerica Financial Advisors, Inc.

Liqiu Jiang (CRD# 6587969) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Alviso, CA and has over 5 years of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Gilead Sciences, Inc. Foster City, CA Jul 2020 - Current 1
Transamerica Financial Advisors, Inc. Alviso, CA Nov 2015 - Current 5
World Financial Group, Inc. Alviso, CA May 2014 - Current 7
Anthem Blue Cross San Carlos, CA Mar 2017 - Aug 2021 4
Anthem, Inc. San Carlos, CA Dec 2016 - Aug 2021 4
Fibrogen San Francisco, CA Sep 2014 - Aug 2021 6
Premier Research Naperville, IL Feb 2014 - Sep 2014 < 1
Ppd Morrisville, NC Aug 2011 - Feb 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2015
S65 NASAA Investment Advisors Law Examination Dec 2017
Contact Info for Liqiu Jiang
Phone Number: 727-299-1800
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,071
    MILLIONS
  • Total Number of Accounts
    52,745
    ACCOUNTS
  • Average Account Value
    $39,264
Compensation Options
  • A percentage of assets under your management
  • Commissions
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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