Jiaxin Chen
Investment adviser representative at Equitable Advisors, LLC
11 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 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
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Equitable Advisors, LLCJun 2025 to now
- UnemployedAug 2023 to Jun 2025
- New York UniversityDec 2021 to Aug 2023
- Forebright CapitalAug 2021 to Nov 2021
- China International Capital CorporationJun 2021 to Jul 2021
- New York UniversityMar 2021 to May 2021
- Pricewaterhousecoopers Zhong Tian LLP, Shenzhen BranchJan 2021 to Feb 2021
- New York UniversitySep 2018 to Dec 2020
- Shenzhen Vanke Meisha AcademyMay 2015 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 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
- 8101873
- Firm CRD
- 6627