Jihruey Wang
Investment adviser representative at Transglobal Advisory, LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Transglobal Advisory, LLCJun 2026 to now
- Transpacific FinancialOct 2023 to now
- Globalink Securities IncJan 2024 to Jan 2025
- Transamerica Financial Advisors, IncMar 2022 to Oct 2023
- World Financial Group, Inc.Jan 2022 to Mar 2022
- HomemakerOct 2018 to Dec 2021
- HomemakerJan 2015 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7533828
- Firm CRD
- 168709