Yuanfang Jiao

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

• 09/2016 → Present
  Transamerica Financial Advisors, Llc
  Houston, TX
• 02/2016 → Present
  Wfgia
  Houston, TX
• 09/2015 → 05/2019
  California State University East Bay
  Hayward, CA
• 12/2018 → Present
  Blue Sheild Of California (Health Insurance)
  San Francisco, CA
• 12/2018 → Present
  Covered California
  Sacramento, CA
• 12/2018 → Present
  Kaiser Permanente
  Burbank, CA
• 12/2018 → Present
  Anthem Blue Cross
  Indianapolis, IN
• 12/2018 → Present
  Valley Health Plan
  San Jose, CA
• 10/2020 → Present
  Cigna Health Insurance
  Bloomfield, CT
• 05/2021 → Present
  Legacyshield Solutions, Inc.
  Ponte Vedra Beach, Fl, FL
• 01/2022 → Present
  Sharp Health Plan
  San Diego,, CA
• 08/2023 → Present
  Insubuy
  Plano, TX
• 08/2023 → Present
  Trawick Internatinal Inc.
  Fairhope, AL
• 08/2023 → Present
  Worldtrips Travel Insurance
  Carmel, IN
• 08/2023 → Present
  International Medical Group
  Indianapolis, IN
• 08/2023 → Present
  Azimuth Risk Solutions
  Indianapolis, IN
• 01/2024 → Present
  Aetna Inc
  Hartford, CT
• 01/2024 → Present
  Inland Empire Health Plan
  Rancho Cucamonga, CA
• 03/2024 → Present
  H&R Block
  Leander, TX

Other Businesses

Sales of insurance and non insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Sharp Health Plan / 0122-Present / Investment Related: No / 8520 Tech Way, Suite 200, San Diego, CA 92123 / Business Associate / Health Insurance Agent / Hrs. Work Monthly: 5 / Sec Trading Hrs:1 /Help people apply for health insurance LegacyShield Solutions, Inc. / 0521-Present / Investment Related: No / 100 Executive Way #105 Ponte Vedra Beach, FL 32082/Agent / Independent Agent / Hrs Work Monthly: 10 / Sec Trading Hrs: 0 / Help people who would like to buy Estate Planning package. It was WFG???s referral business. CIGNA HEALTH INSURANCE|900 COTTAGE GROVE RD. BLOOMFIELD, CT 06002|HEALTH INSURANCE PRODUCER|INDEPENDENT AGENT|10.19.2020|10 HOURS A MONTH|0 HOUR DURING SECURITIES TRADING|HELP CLIENTS APPLY FOR HEALTH INSURANCE. KAISER PERMANENTE/ emp dates: 1218 TO PRESENT/ INVESTMENT RELATED: YES /address: 3100 THORNTON AVE BURBANK, CA 91504 / position: AGENT/ nature of business: HEALTH INSURANCE REPRESENTATIVE/ hrs work monthly:2/ Sec trading hrs:0/ duties: SELL HEALTH INSURANCE Anthem Blue Cross /1218-present / INVESTMENT RELATED: Yes / 120 Monument Circle Indianapolis, IN 46204 / Agent / Health Insurance / hrs work monthly: 2 / Sec trading hrs: 0 / Sell Health Insurance Valley Health Plan /1218-present / INVESTMENT RELATED: Yes / 2480 N. First St. Suite 200 San Jose, CA 95131/ Agent / Health Insurance / hrs work monthly: 2 / Sec trading hrs: 0 / Sell Health Insurance INSUBUY POSITION: Agent NATURE: health insurance INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2023 ADDRESS: 4200 Mapleshade Ln STE 200, Plano TX 75093, United States DESCRIPTION: sell health insurance for travellers TRAWICK INTERNATINAL INC. POSITION: agent NATURE: health insurance INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2023 ADDRESS: 300 Fairhope Ave ste g, Fairhope AL 36532, United States DESCRIPTION: sell health insurance WORLDTRIPS TRAVEL INSURANCE POSITION: Agent NATURE: Medical Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2023 ADDRESS: 4 Carter Green #400, Carmel IN 46032, United States DESCRIPTION: Sell health medical insurance for travellers INTERNATIONAL MEDICAL GROUP POSITION: agent NATURE: Medical Insurnace INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2023 ADDRESS: 2960 N Meridian St, Indianapolis IN 46208, United States DESCRIPTION: sell medical/health insurance AZIMUTH RISK SOLUTIONS POSITION: Agent NATURE: Medical Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2023 ADDRESS: 8520 Allison Pointe Blvd # 220, Indianapolis IN 46250, United States DESCRIPTION: sell medical insurnace AETNA INC POSITION: Agent NATURE: Health Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 151 Farmington Ave, Hartford CT 06156, United States DESCRIPTION: provide health insurance solutions INLAND EMPIRE HEALTH PLAN POSITION: agent NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 10801 Sixth Street, Rancho Cucamonga CA 91730, United States DESCRIPTION: sell Health Insurance H&R BLOCK POSITION: tax associate NATURE: Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/15/2024 ADDRESS: 651 N Highway 183, Ste 230, Leander TX 78641, United States DESCRIPTION: prepare tax documents for clients Covered California / 1218-Present / Investment Related: Yes /Sacramento, CA / Agent / N Health Insurance / hrs work monthly: 2 / Sec trading hrs: 0 / Sell Health Insurance

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-08-27
• S63 Uniform Securities Agent State Law Examination
  2016-12-21