Jinsong Chen, financial advisor Oaks PA

Jinsong Chen

CRD Number: 2587608
Current Firm: Osaic Wealth, Inc.

Jinsong Chen (CRD# 2587608) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Oaks, PA and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Osaic Wealth, Inc. Oaks, PA Jan 2024 - Current < 1
Woodbury Financial Services Oaks, PA Jan 2007 - Jan 2024 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1995
S65 NASAA Investment Advisors Law Examination Sep 1998
Contact Info for Jinsong Chen
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    29,536
    MILLIONS
  • Total Number of Accounts
    149,233
    ACCOUNTS
  • Average Account Value
    $197,920
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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