Yingju Ren

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

• 06/2026 → Present
  Transamerica Financial Advisors, Llc
  Bellevue, WA
• 05/2023 → Present
  World Financial Group Insurance Agency
  Bellevue, WA
• 11/2025 → Present
  H&R Block
  Redmond, WA
• 11/2024 → 04/2025
  H&R Block
  Redmond, WA
• 06/2021 → 04/2023
  Transglobal Holding Company
  Bellevue, WA
• 05/2016 → 01/2018
  Homemaker
  Sammamish, WA
• 01/2018 → 05/2019
  World Financial Group
  Cedar Rapids, IA
• 06/2019 → 05/2021
  Homemaker
  Sammamish, WA
• 06/2022 → Present
  Financialren Llc
  Sammamish, WA
• 05/2023 → 05/2024
  Liuyan Baker
  Bellevue, WA
• 01/2025 → Present
  Little Masters Club
  Bellevue, WA
• 11/2023 → Present
  American Senior Resources
  Seattle, WA
• 06/2022 → Present
  Financialren Llc
  Sammamish, WA
• 02/2026 → Present
  Hidden Ridge Hoa
  Sammamish, WA
• 10/2023 → Present
  Washington Health Benefit Exchange
  Olympia, WA
• 12/2024 → Present
  Covered California
  Sacramento, CA
• 11/2025 → Present
  Connexion Insurance Solution
  Seattle, WA

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time for companies affiliated with Transamerica Financial Advisors, LLC. Name: Financialren LLC / Investment Related - No / Date: 06:2022 / Hrs (Month): 2 / Hrs (Day): 1 / Activity: I am affiliated with insurance agency, also hold an EA certificate. This is an Single Member LLC. Sometimes, I used this LLC as DBA for my insurance business AMERICAN SENIOR RESOURCES POSITION: Agent NATURE: Health Insurance Agency INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2023 ADDRESS: 9725 3rd Ave NE #110, Seattle WA 98115, United States DESCRIPTION: Health insurance enrollment LITTLE MASTERS CLUB POSITION: co-treasurer NATURE: non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 15015 Main St Ste 208, Bellevue WA 98007, United States DESCRIPTION: book keeping H&R BLOCK POSITION: Tax Professional NATURE: Tax INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 1 START DATE: 11/04/2024 ADDRESS: 1 H&R Block Way, Kansas MO 64105, United States DESCRIPTION: Prepare &File tax return and provide tax advice HIDDEN RIDGE HOA POSITION: board member NATURE: Homeowner Association INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/16/2026 ADDRESS: Hidden Ridge, 192nd Dr. NE, Sammamish WA 98074, United States DESCRIPTION: work with other board member to decide the operation and maintenance of our neighborhood, with the assistance from a management company FINANCIALREN LLC POSITION: member NATURE: Medical insurance, tax planning INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 06/22/2022 ADDRESS: sammamish, Sammamish WA 98074, United States DESCRIPTION: provide medical insurance enrollment service and possible tax planning service after tax season. CONNEXION INSURANCE SOLUTION POSITION: Agent NATURE: Health insurance agency INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/03/2025 ADDRESS: 9725 3rd Ave NE #110, seattle WA 98115, United States DESCRIPTION: This agency is an affiliated company with ASR. This agency is contracting agents for group medical insurance enrollment purpose. WASHINGTON HEALTH BENEFIT EXCHANGE POSITION: broker NATURE: WA state agency for ACA insurance INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 1 START DATE: 10/02/2023 ADDRESS: 810 Jefferson St SE, Olympia WA 98501, United States DESCRIPTION: I am broker affiliated with Washington state exchange to help people enroll in health insurance. COVERED CALIFORNIA POSITION: Broker Agency NATURE: Health insurance enrollment INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/09/2024 ADDRESS: Sacramento, 1601 exposition Blvd, Sacramento CA 95815, United States DESCRIPTION: Help california residents to enroll in ACA health insurance.

Exams

• S66 Uniform Combined State Law Examination
  2026-07-20

Other Names

• Jocelyn Ren