Jihruey Wang

Employer firm

Transglobal Advisory, LLC CRD 168709

$58.3M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• CASH MANAGEMENT AND ESTATE PLANNING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 09/2018
  Homemaker
  Solon, OH
• 10/2018 → 12/2021
  Homemaker
  Ontario, CA
• 01/2022 → 03/2022
  World Financial Group, Inc.
  Rancho Cucamonga, CA
• 03/2022 → 10/2023
  Transamerica Financial Advisors, Inc
  Rancho Cucamonga, CA
• 10/2023 → Present
  Transpacific Financial
  Ontario, CA
• 01/2024 → 01/2025
  Globalink Securities Inc
  Pasadena, CA
• 06/2026 → Present
  Transglobal Advisory Llc
  Monrovia, CA

Other Businesses

1. Transpacific Financial, Monrovia, CA, Fixed Insurance Agent from 10/06/2023, 40 hours per month, commission based. Not securities related. 2. Self-Employed, Ontario, CA, (Enrolled Agent) income tax preparation and accounting related works from 02/01/2024, 80 hours per month, fee based. Not securities related.

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-05-27

Designations

• Certified Financial Planner

Other Names

• Theresa Wang
• Jihruey Theresa Wang