Jessie Young Tran

Current Employers

Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2012-01-06

CA RA
APPROVED

Since 2012-01-06

Branch Locations

2099 Gold Street, Alviso, CA 95002-2028 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Jessie Dental Lab	San Jose	CA	04/2005	07/2019
Wfg	Alviso	CA	08/2007	Present
Transamerica Financial Advisors, Inc	Alviso	CA	01/2012	Present
Hife College Planning	Alviso	CA	04/2013	12/2017
Toyota Sunnyvale	Sunnyvale	CA	07/2016	12/2016
Autonation Acura Of Stevens Creeks	Santa Clara	CA	08/2017	12/2017
Php Group, Inc	San Jose	CA	10/2017	05/2019
Realty World	San Jose	CA	06/2018	10/2019
Vince'S Shellfish Co, Inc.	San Bruno	CA	08/2018	08/2023
Prosper Marketplace	San Francisco	CA	10/2019	02/2021
Obsidian Financial Inc.	Melbourne	FL	09/2021	08/2023
Nexa Mortgage, Llc	Chandler	AZ	01/2022	01/2022
Mobilehomeloans.cOm	Truckee	CA	01/2022	08/2023
Liberty Tax - Linda Brayden Cpa	San Jose	CA	02/2022	08/2023
Ontime Realty Corp	San Jose	CA	08/2022	Present
Ptec Solutions Inc	Fremont	CA	10/2022	08/2023
South Bay Health Insurance Services	San Jose	CA	09/2023	Present

04/2005 → 07/2019

Jessie Dental Lab

San Jose, CA
08/2007 → Present

Wfg

Alviso, CA
01/2012 → Present

Transamerica Financial Advisors, Inc

Alviso, CA
04/2013 → 12/2017

Hife College Planning

Alviso, CA
07/2016 → 12/2016

Toyota Sunnyvale

Sunnyvale, CA
08/2017 → 12/2017

Autonation Acura Of Stevens Creeks

Santa Clara, CA
10/2017 → 05/2019

Php Group, Inc

San Jose, CA
06/2018 → 10/2019

Realty World

San Jose, CA
08/2018 → 08/2023

Vince'S Shellfish Co, Inc.

San Bruno, CA
10/2019 → 02/2021

Prosper Marketplace

San Francisco, CA
09/2021 → 08/2023

Obsidian Financial Inc.

Melbourne, FL
01/2022 → 01/2022

Nexa Mortgage, Llc

Chandler, AZ
01/2022 → 08/2023

Mobilehomeloans.cOm

Truckee, CA
02/2022 → 08/2023

Liberty Tax - Linda Brayden Cpa

San Jose, CA
08/2022 → Present

Ontime Realty Corp

San Jose, CA
10/2022 → 08/2023

Ptec Solutions Inc

Fremont, CA
09/2023 → Present

South Bay Health Insurance Services

San Jose, CA

Previous Registrations

2008-08-18 → 2012-01-06

Investment Advisors International, Inc.

Alviso, CA

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. ONTIME REALTY CORP POSITION: Agent NATURE: Real Estate Sales INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 08/16/2022 ADDRESS: 999 Story Rd, Ste 9027, San Jose CA 95122, DESCRIPTION: Prospecting clients for buy/sell homes transactions. SOUTH BAY HEALTH INSURANCE SERVICES POSITION: Agent NATURE: Medicare Advantage products INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 2 START DATE: 09/01/2023 ADDRESS: 989 Story Rd Ste 8033, San Jose CA 95122, United States DESCRIPTION: Engage with prospects to market medicare advantage products and servicing client's relationship.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2008-06-11
S63	Uniform Securities Agent State Law Examination	2004-03-25

S65 Uniform Investment Adviser Law Examination

2008-06-11
S63 Uniform Securities Agent State Law Examination

2004-03-25

View on SEC IAPD