Jinyu Shi (CRD# 7478014) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Plano, TX and has 1 year of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transamerica Financial Advisors, Inc. | Plano, TX | Dec 2021 - Current | 1 |
| World Financial Group, Inc. | Plano, TX | Oct 2021 - Current | 2 |
| The Brokerage Inc. | Flower Mound, TX | Jan 2021 - Current | 2 |
| Unitedhealthcare | Richardson, TX | Jan 2018 - Current | 5 |
| Fidelity National Information Services | Jacksonville, FL | Sep 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- NJ
- TX
-
Total Assets Under Management1,815MILLIONS
-
Total Number of Accounts59,659ACCOUNTS
-
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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