Dongzhe Jin

Current Employers

Employment History

• 02/2016 → Present
  New York Life Insurance Company
  San Dimas, CA
• 06/2018 → Present
  Nylife Securities Llc
  San Dimas, CA
• 12/2021 → Present
  Golden Summit Insurance & Financial Center, Inc.
  Yorba Linda, CA
• 02/2024 → Present
  Openwin Financial & Insurance Services, Llc
  Yorba Linda, CA
• 08/2024 → Present
  Eagle Strategies Llc
  Yorba Linda, CA
• 01/2026 → Present
  Abacus Financial Strategies And Insurance Solutions
  Yorba Linda, CA

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 140 Via Verde #200 San Dimas CA 91773; commissions; 10 hours per month] [Golden Summit Insurance & Financial Center Inc.; corporation set-up for tax purpose only, the business will not be solicited under this name.; 22875 Savi Ranch Pkwy, Suite F. Yorba Linda, CA 92887; Start Date 11/2019; Role/Title: Owner; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF GOLDEN SUMMIT INSURANCE & FINANCIAL CENTER, INC. FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; YORBA LINDA, CA; START DATE: 12/2021] [Rental Property; one of my owned real estate go to rental market to earn rental income; 21040 Shadow Oak Dr. Yorba Linda, CA92886; Start Date 07/2022; Role/Title: Owner; Investment Related; 2 hours per month; 0 hours per month during securities trading hours; collect rent] [OPERATING UNDER THE DBA NAME OF OPENWIN FINANCIAL & INSURANCE SERVICES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (YORBA LINDA, CA); START DATE: 02/2024] [OPERATING UNDER THE DBA NAME OF Abacus Financial Strategies, LLC D/B/A Abacus Financial Strategies and Insurance Solutions FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (YORBA LINDA, CA); START DATE: 01/2026]

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-21
• S63 Uniform Securities Agent State Law Examination
  2019-01-11

Other Names

• Ryan Jin