Jeenchen Chen

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

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.

1. Schoenbrunn HealthcareMay 2026 to now
2. Altea HealthcareApr 2026 to now
3. State of OhioMar 2026 to now
4. Cetera Investment Advisers LLCSep 2025 to now
5. Cetera Wealth Services, LLCSep 2025 to now
6. Nuera Benefits Agency Inc.Jun 2025 to now
7. Palo Alto Unified School DistrictMay 2025 to now
8. Ssa Disability ExaminerMay 2025 to now
9. H & R BlockOct 2024 to now
10. Humanity Digital LLCSep 2023 to now
11. Avantax Advisory ServicesNov 2024 to Sep 2025
12. Avantax Investment Services IncNov 2024 to Sep 2025
13. Avantax Insurance Agency, LLCNov 2024 to Aug 2025
14. Rso InsuranceOct 2024 to May 2026
15. Nylife Securities LLCAug 2023 to Nov 2024
16. New York LifeMay 2023 to Nov 2024
17. Stanford University School of MedicineNov 2021 to Oct 2023
18. DonorlinkJul 2021 to Oct 2021
19. Ohio State University Wexner Medical CenterSep 2020 to Jul 2021
20. China Medical University HospitalNov 2018 to Aug 2020
21. Taipei Medical University HospitalOct 2017 to Oct 2018
22. Extended TravelSep 2017 to Sep 2017
23. Indiana University Health Methodist HospitalSep 2016 to Aug 2017

Designations

• ChFC®

Exams passed

• Series 63 · Uniform Securities Agent State Law2023
• Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 3 states (CA, OH, TX).

Cetera Investment Advisers LLC

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

7735979

Firm CRD

105644