Juan Carlos Tiongson Galvez

Current Employers

Employment History

• 05/2014 → 12/2024
  Transamerica Financial Advisors, Inc
  Pasadena, CA
• 10/2013 → 12/2024
  Wfgia
  Pasadena, CA
• 01/2025 → Present
  Jg International Freight Corp., Inc.
  Inglewood, CA
• 02/2015 → 12/2024
  Zein Insurance Services, Inc
  Woodland Hills, CA
• 06/2015 → 03/2021
  Agl Caregivers
  Beverly Hills, CA
• 01/2025 → Present
  Lspn Pro, Llc
  Linson, UT
• 01/1996 → 12/2024
  Transformation Financial Inc.
  Alpharetta, GA
• 08/2023 → 12/2024
  I Pros Insurance Professionals
  West Covina, CA
• 01/2025 → Present
  Encompass More Investments, Llc
  Danville, CA
• 01/2025 → 10/2025
  Vantage Financial Alliance
  Alpharetta, GA
• 01/2025 → Present
  Inverness Insurance Services, Llc
  Westlake Village, CA
• 10/2025 → Present
  Agencyfi
  Alpharetta, GA
• 01/2026 → Present
  Legacyfi
  Orlando, FL
• 01/2026 → Present
  Healthyfi
  Orlando, FL
• 01/2026 → Present
  Finance Blooms Insurance Agency
  Hermosa Beach, CA
• 08/2026 → Present
  Encompass More Asset Management, Llc
  Danville, CA

Other Businesses

1) Inverness Insurance Services, LLC; Investment related; 3835R E. Thousand Oaks Boulevard, #107, Westlake Village, CA 91362; Health Insurance referrals; Agent; Start: 01.08.2025; 1-2 hours/week devoted during trading hours; referrals for health insurance needs. 2) LSPN Pro, LLC; Not investment related; 100 N. State Street, Suite B, Lindon UT 84042; Estate Planning Services; Independent Rep; Start: 01/08/2025; 1 hour/week devoted; 1 hour/week during trading hours; bundled professional services including estate planning, referrals. 3) JG International Freight Corp. Inc.; Not Investment related; 813 W. Arbor Vitae Street; Inglewood, CA 90301; International Logistics; Board Member; Start: 01/22/2021; 1 hour/week devoted; 1 hour/week during trading hours; freight forwarder; family business. 4) Light of Jesus Community - USA; Not investment related; 9800 Vesper Avenue., Unit #43, Panorama City, CA 91402; Fund raiser for the main non-profit, prayer group and non-profit; Feast Builder/Preacher/Pastor; Start: 01/2021; 1 hour/week devoted to business; 0 hours/week during trading hours; Manage bank account that is overall controlled and managed by the main central headquarters. 5) AgencyFi; Investment related; 294 S Main Street, Suite 600, Alpharetta, GA 30009; Independent Insurance Agency; Agent; Start: 10.30.2025; 10 hours/week during trading hours; Sales of Fixed Insurance based on customer needs. 6) LegacyFi, LLC; Not Investment related; 2295 S. Hiawassee Road, #104, Orlando, FL 32835; Estate Planning / Document Preparation Business; Agent; Start: 1.25.2026; Up to 1 hour/week during trading hours; Identify clients with interest in estate planning and provide referrals to a third-party document preparation platform. 7) Finance Blooms insurance Agency (DBA Finance Blooms); Investment related; 2447 Pacific Coast Highway, 2nd Floor, Hermosa Beach, CA 90254; Independent Insurance Agency; Owner; Start: 01.31.2026; 20 hours/week during trading hours; Determine client insurance needs, assist with applications and policy servicing, and provide education and policy reviews. 8) HealthyFi, LLC; Investment related; 2295 S. Hiawassee Road, #104, Orlando, FL 32835; Independent Insurance Agency; Agent; Start: 1.31.2026; 2.5 hours/week / 2.5 hours per week during trading hours; Assist with client Medicare and healthcare needs, educate and sell Medicare Advantage, supplement and Part D insurance products, assist customers with enrollment and service. 9) Tvrdy Family Foundation; Not investment related; 1313 S Val Vista Drive, #230, Mesa, AZ 85206; Board Member; Start: 08/2026; Will devote up to 2 hours/month; 0 hours/month during trading hours; Unpaid Board Member responsible for participating in board meetings, governance, and oversight of the Foundation's charitable activities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-08-01
• S63 Uniform Securities Agent State Law Examination
  2014-07-21

Other Names

• Jon Galvez