Connie Hsiang Yuan Jensen

Current Employers

Employment History

• 02/2009 → Present
  World Financial Group, Inc.
  San Dimas, CA
• 01/2012 → Present
  Transamerica Financial Advisors, Inc
  San Dimas, CA
• 05/2026 → Present
  Inheritguard, Llc
  Sheridan, WY
• 01/2017 → Present
  Gnest Corporation
  Diamond Bar, CA
• 09/2021 → 04/2022
  Elite Exclusive Escrow, Inc.
  Walnut, CA

Previous Registrations

• 2011-02-22 → 2012-01-06
  Investment Advisors International, Inc.
  Brea, CA

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. GNEST CORPORATION/NO/1249 SOUTH DIAMOND BAR BOULEVARD, 315, DIAMOND BAR, CA 91765/NONE. THIS PASS THROUGH ENTITIY IS CREATED SOLEY FOR MY WFG INCOME AND TAX PURPOSE/VICE PRESIDENT/01.01.2017/0/0/NONE. INHERITGUARD, LLC POSITION: Referral source NATURE: Estate Planning referral services INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/26/2026 ADDRESS: 30 N Gould Street Ste 41954, Sheridan WY 82201, United States DESCRIPTION: Referring clients to independent estate planning attorneys for consultations regarding trusts, estate planning, and business entity formation as needed. No legal advice will be provided.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-11-09
• S63 Uniform Securities Agent State Law Examination
  2010-09-18

Other Names

• Connie Hsiang Yuan Tseng