Jing Chen
Investment adviser representative at K2 Wealth Management LLC
12 yearsExperience
1 stateRegistered in
CFADesignation
$120MFirm 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- K2 Wealth Management LLCSep 2024 to now
- UnemployedJan 2024 to Jun 2024
- Forge GlobalNov 2023 to Dec 2023
- UnemployedMay 2022 to Oct 2023
- MsciNov 2014 to Apr 2022
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (IL).
K2 Wealth Management LLC
$120MAssets managed
70Clients
3Advisers
Under 1 yearIn 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
- 7954546
- Firm CRD
- 332264