Jinai Chen (CRD# 6965418) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Milpitas, CA and has over 5 years of experience in the finance industry.
CRD# 3262592
Captrust
CRD# 2055289
Powering Your Retirement
CRD# 1351279
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Milpitas, CA | Jan 2022 - Current | 2 |
| Charles Schwab Bank, Ssb | Milpitas, CA | Jan 2022 - Current | 2 |
| Wells Fargo Clearing Services LLC | Dublin, CA | Jun 2018 - Jan 2022 | 3 |
| Wells Fargo Bank Na | Dublin, CA | Jan 2017 - Jan 2022 | 5 |
| Pandora Jewelry | Pleasanton, CA | May 2016 - Dec 2016 | < 1 |
| Hoang Le Tax Services | Oakland, CA | Jan 2016 - May 2016 | < 1 |
| N/a | Oakland, CA | Oct 2015 - Dec 2015 | < 1 |
| Industrial And Commercial Bank Of China, Na | San Francisco, CA | Jul 2014 - Sep 2015 | 1 |
| University Of California, Davis | Davis, CA | Aug 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2023 |
| S63 | Uniform Securities State Law Examination | Oct 2018 |
- CA
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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