Jeenchen Chen is a ChFC-designated registered investment advisor, based in Palo Alto, CA, with 2 years of industry experience.
Location
Palo Alto, CA
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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
Jeenchen is a general partner at Humanity Digital LLC, a business consulting firm, and also works as a salesman for Avantax Insurance Agency, selling insurance products, dedicating about a quarter of their time to this. Additionally, Jeenchen is involved in various other activities, including tax preparation, academic authorship, Medicare sales, managing an Airbnb property, and providing medical and clinical advice to several companies.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Nylife Securities LLCBroker
State Registrations4 states
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