Wei Jian, financial advisor Norcross GA

Wei Jian

CRD Number: 4333197
Current Firm: Transamerica Financial Advisors, Inc.

Wei Jian (CRD# 4333197) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Norcross, GA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Bolt Insurance Agency New York, NY Apr 2022 - Current 2
Dayone Enterprise, Inc. Norcross, GA Jul 2019 - Current 4
Transamerica Financial Advisors, Inc. Norcross, GA Jan 2012 - Current 12
International Financial Services, Inc. Duluth, GA Mar 2007 - Current 17
Kaiser Permanente Atlanta, GA Aug 2004 - Current 19
World Financial Group Norcross, GA Jun 2001 - Current 22
Atlantic Plus Inc. Norcross, GA Apr 2013 - Feb 2020 6
Fortune Four Holdings LLC Norcross, GA Jan 2013 - Feb 2020 7
1858 Rent Property Buford, GA Jan 2013 - Nov 2015 2
Rent Property Duluth, GA Jul 2003 - Jan 2015 11
Atl General Enterprises Inc. Norcross, GA Dec 2005 - Sep 2014 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2001
S65 NASAA Investment Advisors Law Examination Jul 2009
Contact Info for Wei Jian
Phone Number: 727-299-1800
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    1,619
    MILLIONS
  • Total Number of Accounts
    45,001
    ACCOUNTS
  • Average Account Value
    $35,987
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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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