Jacob Hao Chen
Investment adviser representative at Vanquour LLC
23 yearsExperience
2 statesRegistered in
$67MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Brighton SecuritiesApr 2024 to now
- Vanquour LLCMar 2023 to now
- Pneumatek LLCSep 2022 to Mar 2023
- New York UniversityJan 2003 to Sep 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
Vanquour LLC
$67MAssets managed
27Clients
5Advisers
4 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
- 7712282
- Firm CRD
- 317552