Yuh-jiun Chen (CRD# 2565755) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Saratoga, CA and has over 28 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Googain Inc. | Sunnyvale, CA | Aug 2019 - Current | 4 |
| Googain Dba Maxreal | Sunnyvale, CA | Aug 2019 - Current | 4 |
| Poshmark | Redwood City, CA | Sep 2017 - Current | 6 |
| Transamerica Financial Advisors, Inc. | Saratoga, CA | Jan 2012 - Current | 12 |
| Eligere Investment Holding, LLC | Dublin, CA | May 2007 - Current | 16 |
| Butterfly Effect LLC | American Canyon, CA | Jan 2007 - Current | 17 |
| Legacy Elite, Inc. | Dublin, CA | Nov 2006 - Current | 17 |
| Wfg | Saratoga, CA | Jun 2001 - Current | 22 |
| Legacy Realty & Loan | Dublin, CA | Nov 2000 - Current | 23 |
| Spa Gaia, LLC | Ameerican Canyon, CA | Jan 2007 - Mar 2022 | 15 |
| Ta-chi Orchard | Brewster, WA | Dec 2007 - Nov 2021 | 13 |
| Richmond Hills Partnership | San Francisco, CA | Jan 2005 - Jul 2021 | 16 |
| Ocean Mortgage Corp | Cupertino, CA | Jul 2018 - Sep 2019 | 1 |
| Green Valley Realty Usa | Cupertino, CA | Jun 2018 - Sep 2019 | 1 |
| Lotus Packing, Inc. | Brewster, WA | Dec 2007 - Nov 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2018 |
| S63 | Uniform Securities State Law Examination | May 1995 |
- CA
-
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)
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