Chelsea Jez is a registered investment advisor, based in Summit, NJ, with 13 years of industry experience.
Location
475 Springfield Ave, Summit, NJ, 07901
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
The Leaders Group, INC.Broker
January 2026 - Present · 4 mos
The Leaders Group, INC.
January 2026 - Present · 4 mos
Tlg Advisors, INC.
January 2026 - Present · 4 mos
Previous Registrations
Lincoln Financial Distributors, INC.Broker
May 2024 - December 2025 · 1 yr 7 mos
Lincoln Financial Advisors Corporation
August 2016 - May 2024 · 7 yrs 9 mos
Lincoln Financial Advisors CorporationBroker
August 2016 - May 2024 · 7 yrs 9 mos
AXA Advisors, LLC
March 2013 - August 2016 · 3 yrs 5 mos
AXA Advisors, LLCBroker
August 2012 - August 2016 · 4 yrs
State Registrations1 state
WI
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.