Jing Chen
Investment adviser representative at Allworth Financial, L.P.
10 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$33.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Allworth Financial, L.P.Oct 2025 to now
- Aw SecuritiesOct 2025 to now
- Empower Advisory Group, LLCJun 2024 to Oct 2025
- Empower Financial Services, IncJun 2024 to Oct 2025
- Bank of America, N.A.Jul 2020 to May 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2020 to May 2024
- Dandelion of WonderlandMay 2019 to Feb 2020
- Transpacific Financial GroupAug 2017 to Apr 2019
- Uc RiversideSep 2016 to Jun 2017
Designations
- CFP® certification
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
Allworth Financial, L.P.
$33.6BAssets managed
29,297Clients
319Advisers
19 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
- 7250285
- Firm CRD
- 111167