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Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-11-01
  • CA RA
    APPROVED
    Since 2021-11-01

Branch Locations

1800 E Lambert Rd Ste 258, Brea, CA 92821 • 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
Ameritas Life Insurance Corp Lincoln NE 01/2013 06/2017
Ameritas Investment Corp Lincoln NE 01/2013 06/2017
Strategic Horizon Inc Alhambra CA 01/2013 Present
Windsor Insurance Alhambra CA 01/2013 06/2017
Equity Services Inc Montpelier VT 07/2017 04/2018
Ameritas Investment Corp Lincoln NE 05/2018 Present
Ameritas Life Insurance Corp Lincoln NE 03/2018 Present
Capstone Financial Group Folsom CA 03/2018 Present
Windsor Insurance Woodland Hills CA 01/2013 Present
Jenstar Financial And Insurance Brea CA 12/2012 Present
Lion Street Austin TX 05/2021 Present
Ameritas Advisory Services, Llc Lincoln NE 11/2021 Present
Jenyin Insurance Services Brea CA 02/2023 Present
  • 01/2013 → 06/2017
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 01/2013 → 06/2017
    Ameritas Investment Corp
    Lincoln, NE
  • 01/2013 → Present
    Strategic Horizon Inc
    Alhambra, CA
  • 01/2013 → 06/2017
    Windsor Insurance
    Alhambra, CA
  • 07/2017 → 04/2018
    Montpelier, VT
  • 05/2018 → Present
    Ameritas Investment Corp
    Lincoln, NE
  • 03/2018 → Present
    Ameritas Life Insurance Corp
    Lincoln, NE
  • 03/2018 → Present
    Capstone Financial Group
    Folsom, CA
  • 01/2013 → Present
    Windsor Insurance
    Woodland Hills, CA
  • 12/2012 → Present
    Jenstar Financial And Insurance
    Brea, CA
  • 05/2021 → Present
    Lion Street
    Austin, TX
  • 11/2021 → Present
    Lincoln, NE
  • 02/2023 → Present
    Jenyin Insurance Services
    Brea, CA
Previous Registrations
  • 2017-07-12 → 2018-05-03
    Alhambra, CA
    Alhambra, CA
    Montpelier, VT
  • 2013-02-12 → 2017-07-27
    Ameritas Investment Company, Llc
    Lincoln, NE
    Diamond Bar, CA
    Walnut, CA
    Diamond Bar, CA
    Irvine, CA
  • 2007-03-02 → 2013-01-24
    Msi Financial Services, Inc.
    Brea, CA
    City Of Industry, CA
    City Of Industry, CA
    Orange, CA
    City Of Industry, CA
Other Businesses

STRATEGIC HORIZON; 388 E VALLEY BLVD STE 201, ALHAMBRA CA 91801; INV REL; SELL FIXED INSURANCE PRODUCTS AND HEALTH INSURANCE; AGENT; START DATE=01/2013; HRS/MO=80; TRADING HRS/MO=40; SELL FIXED INSURANCE PRODUCTS AND HEALTH INSURANCE * JENNING CHEN HEALTH INSURANCE; SAME AS BRANCH; NON-INV REL; SELLING HEALTH INSURANCE; AGENT; START DATE=08/2018; HRS/MO=15; TRADING HRS/MO=10; SELLING HEALTH INSURANCE * RENTAL PROPERTY; SAME AS RESIDENCE; NON-INV REL; RENTAL PROPERTY IN LA HABRA AND EASTVALE, CA; OWNER; START DATE=01/2010; HRS/MO=1; TRADING HRS/MO=0; COLLECT RENTS * CAPSTONE FINANCIAL GROUP; 620 COOLIDGE DR STE 165, FOLSOM CA 95630; INV REL; SELL LIFE INSURANCE; AGENT; START DATE=03/2018; HRS/MO=400; TRADING HRS/MO=200; SELL LIFE INSURANCE * Windsor Insurance; 21820 Burbank Blvd Ste 100 S, Woodland Hills CA 91367; inv rel; general agency for life insurance; Agent; start date=01/2013; hrs/mo=10; trading hrs/mo=10; agent, life insurance sales * Jenstar Financial and Insurance; same as branch; inv rel; selling health insurance; Owner; start date=12/2012; hrs/mo=150; trading hrs/mo=150; sell health insurance * Jenyin Insurance Services; same as branch; inv rel; Name: Lion Street, Role: Broker, Type: Insurance, Start Date: 05/20/2021, Investment Related?: Yes, Address: 515 Congress Ave., Suite 2500, Austin, TX 78701, Number of Hours/Mo: 5, Number of Hrs during trading hours: 1, Duties: Sell Insurance * Jenmo Investment; 1800 E Lambert Rd #258, Brea, CA 92821; non-inv rel; Rental property; Owner; start date=01/2010; hrs/mo=1; trading hr/mo=0; Collecting rents

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-01-19
S63 Uniform Securities Agent State Law Examination 2005-02-03
  • S66 Uniform Combined State Law Examination
    2007-01-19
  • S63 Uniform Securities Agent State Law Examination
    2005-02-03
Other Names
  • Chenyin Chen
  • Jenning Chen
  • Chen Yin Chen

View on SEC IAPD

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