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Current Employers
Portfolio Medics, Llc

27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States

3021 E La Jolla Street, Anaheim, CA 92806 • 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
Transamerica Financial Advisors, Inc Brea CA 12/2016 10/2018
World Financial Group, Inc. Brea CA 10/2016 10/2018
Premier Group Insurance, Inc. Denver CO 06/2016 Present
Premier 360 Insurance And Financial Solutions Anaheim CA 06/2015 Present
Lifepro Asset Management, Llc San Diego CA 11/2018 08/2023
Portfolio Medics Bonita Springs FL 03/2024 Present
  • 12/2016 → 10/2018
    Transamerica Financial Advisors, Inc
    Brea, CA
  • 10/2016 → 10/2018
    World Financial Group, Inc.
    Brea, CA
  • 06/2016 → Present
    Premier Group Insurance, Inc.
    Denver, CO
  • 06/2015 → Present
    Premier 360 Insurance And Financial Solutions
    Anaheim, CA
  • 11/2018 → 08/2023
    Lifepro Asset Management, Llc
    San Diego, CA
  • 03/2024 → Present
    Portfolio Medics
    Bonita Springs, FL
Previous Registrations
  • 2018-11-28 → 2023-08-02
    Lifepro Asset Management
    Anaheim, CA
    San Diego, CA
    Anaheim Hills, CA
  • 2016-12-12 → 2018-10-29
    Torrance, CA
    Orange, CA
  • 2007-05-29 → 2014-12-18
    Irvine, CA
    Rancho Cucamonga, CA
    Fountain Valley, CA
    Chino Hills, CA
    Pasadena, CA
    Corona, CA
    Los Angeles, CA
    San Pedro, CA
    Los Angeles, CA
  • 2003-06-02 → 2007-05-29
    Citicorp Investment Services
    Los Angeles, CA
    Long Beach, CA
    San Pedro, CA
  • 2003-03-28 → 2003-05-09
    Long Beach, CA
Other Businesses

PREMIER GROUP INSURANCE, INC./Investment Related - Yes/600 17TH ST SUITE 1425N DENVER, CO 80202 (720) 457-1101/PROPERTY amp; CASUALTY INSURANCE/INSURANCE AGENT/06.2016/160/80/PROSPECT AND QUOTE INSURANCE POLICIES FOR COMMERCIAL, AUTO, AND HOME INSURANCE PREMIER 360 INSURANCE amp; FINANCIAL SOLUTIONS/Investment Related - Yes/3365 E MIRALOMA AVE STE 206 ANAHEIM, CA 92806/OFFER PROPERTY amp; CASUALTY INSURANCE - COMMERCIAL AND PERSONAL LINES; OFFERS HEALTH INSURANCE/INSURANCE amp; FINANCIAL SPECIALIST/07.2016/20/10/PROSPECT AND QUOTE INSURANCE PRODUCTS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-03-27
  • S66 Uniform Combined State Law Examination
    2003-03-27
Other Names
  • Jennifer Ann Alfonso Ly
  • Jennifer Ann Alfonso
  • Jennifer Ann Alfonso Ly
  • Jennifer Ann Ly
  • Jennifer Ann Alfonso
  • Jennifer Ann Alfonso Ly
  • Jennifer Ann Jimenez Alfonso

View on SEC IAPD

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