Jierui Shen
Investment adviser representative at Transglobal Advisory, LLC
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$58.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Transglobal Advisory, LLCOct 2025 to now
- Globalink Securities, IncNov 2019 to now
- East Penn Financial Consulting, LLCOct 2017 to now
- Transpacific FinancialOct 2017 to now
- Transamerica Financial Advisors, IncJan 2012 to Mar 2018
- WgsMar 2007 to Mar 2018
- WfgSep 2006 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
State registrations
Registered as an investment adviser representative in 2 states (CA, MA).
Transglobal Advisory, LLC
$58.3MAssets managed
193Clients
31Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5294139
- Firm CRD
- 168709