Jian RenCRD Number: 6027979
Current Firm: Transamerica Financial Advisors, Inc.
Jian Ren (CRD# 6027979) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Sunnyvale, CA and has over 5 years of experience in the finance industry.
Altos Investments, Inc.
Skyoak Wealth Management, Inc.
Oceaniq Capital, LLC
|Transamerica Financial Group, Inc.||Sunnyvale, CA||Feb 2012 - Current||5|
|World Financial Group, Inc.||Sunnyvale, CA||Dec 2011 - Current||5|
|California State Franchises Tax Board||Oakland, CA||Jun 2008 - Current||8|
|California State Univeristy East Bay||Hayward, CA||Sep 2005 - Dec 2010||5|
|California State Univeristy Estate Bay||Hayward, CA||May 2007 - Aug 2008||1|
|Teg Micro Techonolgy, Inc.||Fremont, CA||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2012|
|S65||NASAA Investment Advisors Law Examination||Apr 2013|
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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