Best Investors Account Sign in
Current Employers
Transamerica Financial Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-09-16
  • CA RA
    APPROVED
    Since 2021-09-16

Branch Locations

17800 Castleton Street Suite 600, City Of Industry, CA 91748 • 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
OrganizationCityStateFromTo
Wfgia City Of Industry CA 01/2006 Present
Famous Garden, Inc Rosemead CA 09/2010 Present
Transamerica Financial Advisors, Inc City Of Industry CA 01/2012 Present
Jing Wu, Independent Facilitator West Covina CA 06/2026 Present
Jing Wu Rental Property Oxnard CA 08/2019 Present
Jing Wu, Independent Facilitator West Covina CA 09/2022 Present
Ihss Provider West Covina CA 12/2022 Present
Chinese Parents Association For The Disabled San Gabriel CA 04/2023 Present
Franklin Foundation Duarte CA 05/2024 Present
  • 01/2006 → Present
    Wfgia
    City Of Industry, CA
  • 09/2010 → Present
    Famous Garden, Inc
    Rosemead, CA
  • 01/2012 → Present
    Transamerica Financial Advisors, Inc
    City Of Industry, CA
  • 06/2026 → Present
    Jing Wu, Independent Facilitator
    West Covina, CA
  • 08/2019 → Present
    Jing Wu Rental Property
    Oxnard, CA
  • 09/2022 → Present
    Jing Wu, Independent Facilitator
    West Covina, CA
  • 12/2022 → Present
    Ihss Provider
    West Covina, CA
  • 04/2023 → Present
    Chinese Parents Association For The Disabled
    San Gabriel, CA
  • 05/2024 → Present
    Franklin Foundation
    Duarte, CA
Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc Jing Wu Rental Property; Investment Related,yes; 3223 N Ventura Rd. Oxnard, CA 93036; Real Estate Rental Property, 08/2019; 4 monthly hours; hours during securities trading 0; Contat rental agency regarding property rental, tenant search and maintenance issues, collect rents, book keeping and tax filing Famous Garden, Inc./0910-Present/Investment Related: No/8808 Mission Drive Suite 101 Rosemead, CA 91770/Landscape Architect/Planning and Landscape Design studio/Hrs. Work: 120 Sec Trading: 6 / Landscape design work and CAD production. Project management, Contracts and billings JING WU, INDEPENDENT FACILITATOR POSITION: Independent Facilitator NATURE: Advocate for disabilities INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 2 START DATE: 09/01/2022 ADDRESS: 1609 Cambridge Ct, West Covina CA 91791, United States DESCRIPTION: "Independent facilitator" means a person, selected and directed by the participant, who is not otherwise providing services to the participant pursuant to their IPP and is not employed by a person providing services to the participant. The independent facilitator may assist the participant in making informed decisions about the individual budget, and in locating, accessing, and coordinating services and supports consistent with the participant's IPP. The independent facilitator is available to assist in identifying immediate and long-term needs, developing options to meet those needs, leading, participating, or advocating on behalf of the participant in the person-centered planning process and development of the IPP, and obtaining identified services and supports. The cost of the independent facilitator, if any, shall be paid by the participant out of the participant's individual budget. An independent facilitator shall receive training in the principles of self-determination, the person-centered planning process, and the other responsibilities described in this paragraph at the independent facilitator's own cost. 4685.8(c)(2) https://www.dds.ca.gov/initiatives/sdp/independent-facilitators/ IHSS PROVIDER POSITION: Jing Wu, IHSS Provider NATURE: In home support services for disabled family and others INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 12/31/2022 ADDRESS: 1609 Cambridge Ct, West Covina CA 91791, United States DESCRIPTION: I will be the primary IHSS care taker of my ASD son,helping him with his daily self help activities, taking him to doctor and therapy appointments, cooking. CHINESE PARENTS ASSOCIATION FOR THE DISABLED POSITION: Board member NATURE: 501(c)(3) Non profit organization for the disability community INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 04/20/2023 ADDRESS: P.O. Box 2884, San Gabriel CA 91778-2884, United States DESCRIPTION: 1. Will be attending board meeting once a month via zoom and discuss anything related to CPAD. 2. Facilitate and organize trainings, events, classes and activities using government grants and donation funding. FRANKLIN FOUNDATION \ POSITION: Parents' executive committee member NATURE: Non Profit INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2024 \ ADDRESS: 2345 California Ave, Duarte CA 91010\ DESCRIPTION: 1. Event hosting. 2. Autism Resources JING WU, INDEPENDENT FACILITATOR POSITION: Independent Facilitator NATURE: Advocate for disabilities INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 4 START DATE: 06/01/2026 ADDRESS: 1609 Cambridge Ct, West Covina CA 91791, United States DESCRIPTION: "Independent facilitator"

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-15
S63 Uniform Securities Agent State Law Examination 2006-04-06
  • S65 Uniform Investment Adviser Law Examination
    2021-09-15
  • S63 Uniform Securities Agent State Law Examination
    2006-04-06

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in City Of Industry, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor