Jia H Chen
Investment adviser representative at Mcadam LLC
11 yearsExperience
1 stateRegistered in
$2.7BFirm assets
12 yearsFirm in business
Are you Jia H Chen? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Mcadam LLCJul 2026 to now
- Mcadam FinancialJun 2026 to now
- Ae Wealth Management, LLCApr 2025 to Jun 2026
- Massey and Associates, LLCMar 2025 to Jun 2026
- Mutual of America Life Insurance CompanyApr 2024 to Mar 2025
- Mutual of America Securities LLCApr 2024 to Mar 2025
- The Leaders Group IncApr 2022 to Feb 2024
- Amplify Life InsuranceJan 2022 to Feb 2024
- Clearone AdvantageSep 2021 to Jan 2022
- John HancockAug 2019 to Jun 2021
- John Hancock Investment Management Distributors LLCAug 2019 to Jun 2021
- The Ayco Company, L.p./mercer AlliedJan 2019 to Jun 2019
- The Ayco Company, L.P.Oct 2018 to Jan 2019
- UnemployedMar 2018 to Oct 2018
- Combined InsuranceNov 2017 to Mar 2018
- UnemployedJul 2017 to Nov 2017
- Avery, Teach & Co.Jan 2017 to Jul 2017
- Suny - University At AlbanyAug 2015 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 1 state (RI).
Mcadam LLC
$2.7BAssets managed
5,551Clients
135Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7062499
- Firm CRD
- 170914