Oppenheimer & Co.
47yrs
Top advisor by experience in Bellevue
11yrs
Jay Shi
Financial advisor at Transamerica Financial Advisors
Jay Shi is a fiduciary financial advisor in Bellevue, Washington, with 11 years in the industry. Jay joined Transamerica Financial Advisors in 2017, a firm offering investment management and selecting outside investment managers. The firm is paid through a percentage of assets.
One of 1483 advisors with offices in Bellevue, and one of 1389 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office2330 130th Ave NE Building C Suite 103, Bellevue, WA 98005
How the firm is paid ?Percent of assets
Typical client at the firm ?$48,577
Advisors at the firm1,120
States licensed ?1 state
Services through Transamerica Financial Advisors
Investment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2017 – nowTransamerica Financial Advisors, LLCCurrent firm
Questions to ask Jay
Tailored to Jay’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jay
How do I contact Jay?
Call Transamerica Financial Advisors at (770) 248-3271 and ask for Jay Shi. Jay works from the Bellevue, WA office.
How long has Jay been a financial advisor?
Jay has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Jay hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jay a fiduciary?
Jay is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jay paid?
Transamerica Financial Advisors reports being paid by a percentage of the assets they manage. Ask Jay for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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