AdFi
JW

Jihruey Wang

Investment Adviser Representative at Transglobal Advisory, LLC

Monrovia, CACRD #7533828Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jihruey Wang is an investment adviser representative with Transglobal Advisory, LLC in Monrovia, CA, where they have been registered since 2026. They have worked in the securities industry since 2024 and have been registered with 3 firms, including Globalink Securities, Inc. and Transamerica Financial Advisors, Inc. They have passed 3 industry qualification exams, including the Series 63 (state securities agent) and Series 6 (investment company and variable products). They are registered to provide investment advice in California.

Office

185 W Chestnut Ave
Monrovia, CA 91016

Advisors at this office: 17

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 5/27/2022
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 5/16/2022
SIE
Securities Industry Essentials Examination
Passed 5/16/2022

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Transglobal Advisory, LLCCurrent
6/30/2026 – Monrovia, CA
Globalink Securities, Inc.
1/12/2024 – 1/31/2025Monrovia, CA
Transamerica Financial Advisors, Inc
5/16/2022 – 10/4/2023Rancho Cucamonga, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Homemaker
    Jan 2015 – Sep 2018Solon, OH
  2. Homemaker
    Oct 2018 – Dec 2021Ontario, CA
  3. World Financial Group, Inc.
    Jan 2022 – Mar 2022Rancho cucamonga, CA
  4. Transamerica Financial Advisors, Inc
    Mar 2022 – Oct 2023Rancho cucamonga, CA
  5. Transpacific Financial
    Oct 2023 – no end date reportedOntario, CA
  6. Globalink Securities Inc
    Jan 2024 – Jan 2025Pasadena, CA
  7. Transglobal Advisory LLC
    Jun 2026 – no end date reportedMonrovia, CA

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Transglobal Advisory, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
  • Performance-based fees
Firm account minimum
$100,000 (waivable)
Firm's annual rate schedule by assets
  • $100,000 - $999,9991.25%
  • $1,000,000 - $2,999,9991.00%
  • $3,000,000 - $4,999,9990.90%
  • $5,000,000 - $9,999,9990.80%

+2 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension Consulting

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

Under $100M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
32
Offices listed on AdvisorFinder:
15
Main office:
Monrovia, CA
SEC file number:
801-129096

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 23, 2026

View full firm profile

Other advisors at Transglobal Advisory, LLC

Showing 12 of 32 in the directory

View Transglobal Advisory, LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jihruey Wang has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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