JC
JC

Jie Chung

3 Years of Experience
El Segundo, CA
1 DisclosureBroker

Jie Chung is a registered investment advisor at Wells Fargo Advisors, based in El Segundo, CA, with 3 years of industry experience. Jie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

2141 Rosecrans Ave Ste 4100, [Lg/Lb-Rbo], El Segundo, CA, 90245

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
April 2023
Employment History
Current Registrations
Wells Fargo Advisors
June 2026 - Present · 4 mos
Wells Fargo Clearing Services, LLCBroker
December 2023 - Present · 2 yrs 10 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
July 2022 - April 2023 · 9 mos
State Registrations5 states
CAHITNTXVA
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.
More Advisors