Jacqueline Chan is a registered investment advisor, based in Fort Lee, NJ, with 17 years of industry experience.
Location
2125 Center Avenue, Ste. 203, Fort Lee, NJ, 07024
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jacqueline is an advisory representative of a registered investment advisor (RIA) since 2014, spending about half her time on this and about a quarter of her time trading. She is also an independent insurance agent for various companies since 2012, dedicating minimal time to this activity.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Saxony Capital Management, LLC
Saxony Securities, INC.Broker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.