Jianmin You (CRD# 4598008) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Ellicott City, MD and has over 20 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| People Builders Financial, Inc. Pbf | Ellicott City, MD | Nov 2019 - Current | 4 |
| Kaiser Permanente | Rockville, MD | Jul 2017 - Current | 6 |
| International Medical Group (img) | Indianapolis, IN | May 2017 - Current | 6 |
| Transamerica Financial Advisors, Inc. | Baltimore, MD | Jan 2012 - Current | 12 |
| Rental Property | Elliott City, MD | Nov 2010 - Current | 13 |
| Donahoe & Associates LLC | Columbia, MD | Sep 2006 - Current | 17 |
| Wfg | Baltimore, MD | Apr 2002 - Current | 22 |
| Evergreen Health | Baltimore, MD | Apr 2016 - Oct 2022 | 6 |
| Debtmerica, LLC | Santa Ana, CA | Dec 2013 - May 2018 | 4 |
| Coventroy Health Care | Wilmington, DE | Dec 2004 - May 2018 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2003 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2013 |
- MD
- NJ
- TX
-
Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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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