JC
JC

Jacob Hao Chen

2 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
1,924 clients
Average Client Portfolio
$513K average
Assets Under Management
$986.2M

Fee Structure

Minimum Investment:$10K
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Location

1703 Monroe Avenue, Rochester, NY, 14618

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jacob rents units of his residence to tenants, spending minimal time on this activity. This is not investment, insurance, or securities industry related, and the tenants are not investment clients.

Employment History
Current Registrations
Brighton Securities CORP.Broker
May 2024 - Present · 1 yr 9 mos
Brighton Securities CORP.
April 2024 - Present · 1 yr 10 mos
Vanquour LLC
April 2023 - Present · 2 yrs 10 mos
State Registrations11 states
ALCAFLGAMANCNJNYSCVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.