Jackson Kongwai Tung

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

• 11/2015 → Present
  Transamerica Financial Advisors, Inc
  Alviso, CA
• 12/2014 → Present
  World Financial Group, Inc.
  Alviso, CA
• 06/2018 → Present
  Zhong Shi & Associates
  Alviso, CA
• 07/2018 → Present
  Gold Team Llc
  Alviso, CA

Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. ZHONG SHI & ASSOCIATES/ 062018-PRESENT / INVESTMENT RELATED: YES / 2077 GOLD STREET, #108 ALVISO, CA 95002 / OFFICE HELP /NETWORKING MARKETING, INSURANCE SALES, INVESTMENTS / HRS WORK MONTHLY: 320 / SEC TRADING HRS: 4 / SUPERVISION, OVERLOOKING, AND ASSISTING IN CLIENT / AGENT SERVICES AND OFFICE. ANSWERING PHONE CALLS, CLERICAL SUPPORT, RUNNING ILLUSTRATION SOFTWARE PER ZHONG INSTRUCTIONS, SUPPORTING ZHONG'S TEAM AS NEEDED. GOLD TEAM LLC/ 0718-PRESENT / INVESTMENT RELATED: NO / 2077 GOLD STREET #108 ALVISO, CA 95002 OFFICE HELP / BUSINESS OFFICE BUILDING LEASING INDIVIDUAL OFFICES TO TENANTS / HRS. WORK MONTHLY: 40 / SEC TRADING HRS. 0 / BOOKING HELP

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-02-11
• S63 Uniform Securities Agent State Law Examination
  2016-01-28