Jacqueline Renee Roman

Current Employers

Employment History

• 07/2019 → Present
  Transamerica Financial Advisors, Inc
  Thousand Oaks, CA
• 05/2017 → Present
  Wfgia
  Thousand Oaks, CA
• 09/2009 → 02/2026
  The Protectorate Group Insurance Agency Inc
  Newbury Park, CA
• 08/2009 → 12/2025
  Notary Public
  Newbury Park, CA
• 04/2020 → 03/2022
  Debtmerica Llc
  Santa Ana, CA
• 07/2020 → 04/2022
  Student Optimum Services
  Glendale, CA
• 05/2021 → Present
  Net Law Group Inc.
  Louisville, KY
• 08/2021 → Present
  Lspn Pro, Llc.
  Lindon, UT
• 07/2020 → Present
  Horizon Baptist Church
  Camarillo, CA
• 12/2022 → Present
  Jacqueline Roman
  Camarillo, CA
• 11/2023 → Present
  Student Optimum Services
  Glendale, CA
• 08/2024 → Present
  Inheritguard, Llc
  Sheridan, WY
• 02/2026 → Present
  Brown & Brown Insurance Services Inc.
  Daytona Beach, FL

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. 08/2024PRESENTInheritguard, LLCSheridanWyomingUnited StatesYesNone 11/2023PRESENTStudent Optimum ServicesGlendaleCaliforniaUnited StatesYesReferral partner 12/2022PRESENTJacqueline RomanCamarilloCaliforniaUnited StatesYesOwner 08/2021PRESENTLSPN PRO, LLC.LINDONUtahUnited StatesYesINDEPENDENT REP 05/2021PRESENTNet Law Group Inc.LouisvilleKentuckyUnited StatesYesReferral Partner 07/2020PRESENTHORIZON BAPTIST CHURCHCAMARILLOCaliforniaUnited StatesYesVOLUNTEER 07/2019PRESENTTRANSAMERICA FINANCIAL ADVISORS, INCOXNARDCaliforniaUnited StatesYesRegistered Representative 05/2017PRESENTWFGIAOXNARDCaliforniaUnited StatesYesAgent 07/202004/2022STUDENT OPTIMUM SERVICESGLENDALECaliforniaUnited StatesNoREFERRAL PARTNER 04/202003/2022Debtmerica LLCSanta AnaCaliforniaUnited StatesNoReferral BROWN & BROWN INSURANCE SERVICES INC. POSITION: Staff Accounting NATURE: P&C Insurance Sales & Dealer Services INVESTMENT RELATED: No NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 6 START DATE: 02/23/2026 ADDRESS: 300 North Beach Street, Daytona Beach FL 32114, United States DESCRIPTION: I do the accounting for the entity I was working for previously that was acquired by this Company including working up commissions for my teammates.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-10-31
• S63 Uniform Securities Agent State Law Examination
  2020-01-11

Other Names

• Jacqueline Roman Silva