Julie Shen

Current Employers

Employment History

• 09/2015 → Present
  Independent Financial Group
  San Gabriel, CA

Previous Registrations

• 2012-09-25 → 2015-10-19
  Voya Financial Advisors, Inc.
  Windsor, CT
  San Gabriel, CA
  Rowland Heights, CA
  Windsor, CT

Other Businesses

(1) ENT WEALTH MANAGEMENT POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 20 START DATE: 09/04/2018 ADDRESS: 260 S. Los Robles, Suite 109, Pasadena CA 91101, United States DESCRIPTION: 50% OWNER OF DBA ENT WEALTH MANAGEMENT FOR MARKETING PURPOSES. (2)INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/28/2015 ADDRESS: 260 S. Los Robles, Suite 109, Pasadena CA 91101, United States DESCRIPTION: CA INSURANCE AGENT OFFERING VARIOUS INSURANCE PRODUCTS. (3) PROFESSIONAL ADVISORY SERVICES, INC POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 02/02/2023 ADDRESS: 255 E. Santa Clara St., Ste. #300, Arcadia CA 91006, United States DESCRIPTION: DBA Name for Marketing Purposes. (4) MAS WEALTH GROUP POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 04/10/2025 ADDRESS: 260 S. Los Robles, Suite 109, Pasadena CA 91101, United States DESCRIPTION: LIFE, HEALTH AND ANNUITIES. INVESTMENT RELATED. 100% TIME SPENT. BUSINESS CONDUCTED AT ADDRESS OFRECORD (5) KAREN ANNE COPELAND LIVING TRUST POSITION: Successor Trustee NATURE: Acting as a POA, Trustee, Executor (This activity is strictly limited and will only be approved for direct family members. If you have questions, please call a Compliance Officer). INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/21/2026 ADDRESS: 255 E. Santa Clara St., Suite 300, Arcadia CA 91006, United States DESCRIPTION: Serve as the designated Successor Trustee and Medical Proxy for Karen Copeland in accordance with her estate planning and healthcare documents. Responsibilities include acting only upon her incapacity or death, managing and protecting trust assets, paying authorized expenses and obligations, coordinating with legal and financial professionals as needed, communicating with beneficiaries (Non-profit/Charities), and distributing trust assets according to the terms of the trust. As Medical Proxy, make healthcare decisions only if Ms. Copeland is unable to do so, ensuring her wishes are carried out as expressed in her advance healthcare directives. All duties are performed in a fiduciary capacity and only as required by the governing documents and applicable law.

Exams

• S66 Uniform Combined State Law Examination
  2011-12-08