Xuejun Du, financial advisor San Jose CA
89 score

Xuejun Du

CRD Number: 6218508
Current Firm: Transamerica Financial Advisors, Inc.

Xuejun Du (CRD# 6218508) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in San Jose, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Kaiser Permanente Cupertino, CA Mar 2016 - Current < 1
Blue Shield California San Jose, CA Feb 2016 - Current < 1
Anthem Blue Cross California Fresno, CA Jun 2014 - Current 2
Transamerica Financial Advisors, Inc. San Jose, CA Jun 2013 - Current 3
World Financial Group, Inc. San Jose, CA Sep 2011 - Current 5
Harmony Semiconductor San Jose, CA Mar 2012 - Jan 2013 < 1
Springsoft San Jose, CA Feb 2007 - Mar 2012 5
Unemployed Cupertino, CA Dec 2005 - Feb 2007 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2013
S63 Uniform Securities State Law Examination Sep 2013
Contact Info for Xuejun Du
Phone Number: 727-299-1800
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • 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
  • Other
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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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