Jun Tang

Employer firm

Transamerica Financial Advisors, LLC CRD 16164

$2.11B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2006 → Present
  World Financial Group, Inc.
  Kirkland, WA
• 01/2012 → Present
  Transamerica Financial Advisors, Inc
  Kirkland, WA
• 08/2017 → Present
  Heartland Institute Of Financial Education
  Greenwood Village, CO
• 12/2015 → 12/2019
  Seattle Association Of Jiang Zhe Hu Fellows
  Issaquah, WA
• 04/2017 → Present
  Seattle Shanghai Association
  Woodinville, WA
• 09/2017 → 12/2020
  North American Education Service Center Of Seattle
  Woodinville, WA
• 11/2021 → Present
  East China Normal University Alumni Association In America - Sea
  Bellevue, WA
• 08/2025 → Present
  National Association Of Registered Social Security Analysts
  Melville, NY

Other Businesses

Sales of insurance and non insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. East China Normal University Alumni Association in America - Seattle Chapter / 1121-Present / Investment Related: No / President / Nonprofit Organization / Hrs. Work Monthly: 2 / Sec Trading Hrs: 0 / Convene and preside quarterly board meeting, arrange activities to serve alumni in the organization Heartland Institute of Financial Education/Investment related - No, consult with parents and college students regarding planning needs and process, coaching program and sign up with HIFE, which provides coach for college planning, 8/28/2017, Greenwood Village, Colorado. Seattle Shanghai Association/Non Investment related/12925 NE 203rd Ct Woodinville WA 98072/4.24.2017/No official title yet/Promote friendship and mutual assistance among memvers, build connections between overseas Shanghainese and cultural oranizations in Shangai/Duties: Currently just building the organization. In the future, may involve organizing parties and social events/2 hours per month/Approved with restrictions NATIONAL ASSOCIATION OF REGISTERED SOCIAL SECURITY ANALYSTS POSITION: certified member NATURE: Social Security benefit analysis INVESTMENT RELATED: No NUMBER OF HOURS: 32 SECURITIES TRADING HOURS: 2 START DATE: 08/26/2025 ADDRESS: 68 S Service Rd Ste 100, Melville NY 11747, United States DESCRIPTION: NARSSA provides certification and software for Social Security analysis. I pay membership and examination fees to become a member. I use their software to analyze clients' Social Security benefits and give suggestions.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-04-04
• S63 Uniform Securities Agent State Law Examination
  2007-09-24