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Jonathan Tran

Jonathan Tran

Registered Representative

(714) 728-9554

JONATHAN.TRAN@TFACONNECT.COM

I'm a Registered Representative at Transamerica Financial Advisors, where my primary responsibilities focus on financial strategies in the areas of insurance, investments, and retirement. With over 20 years of experience in the financial services industry, I am experienced in planning and business strategy. I hold Life & Health Insurance Licenses, and Series 6/63 Securities Licenses.

Motivated by the opportunity to grow alongside my clients, I strive to ensure that when they succeed, we all grow together. I believe in providing exceptional customer service and sharing knowledge to empower not only my clients but myself as well. I am blessed to connect with the right people at the right time in my work.

Born in San Diego, CA, I moved to Sugar Land, TX, in 2011. My parents immigrated after the Vietnam War, instilling in me a mentality of hard work and perseverance. This upbringing has shaped my approach to both life and my career. My family, including my wife Julie, our daughter Ellie, a few colonies of fish, and our pitbull Dori, is my driving force. Outside of the office, I am actively involved in our church, as spiritual life and community impact are very important to us. In my free time, I enjoy fishkeeping, collecting memorabilia, and spending quality time with my family.