Osaic Wealth
43yrs
Top advisor by experience in Vacaville
36yrs
Jean Chai
Financial advisor at Ameriprise Financial Services
At a glance
Experience36 years (since 1991)
How that compares ?Top 7% by experience in California
Office1360 Burton Drive Suite 160, Vacaville, CA 95687
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?2 states
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- 1997 – nowAmeriprise Financial Services, LLCCurrent firm
Questions to ask Jean
Tailored to Jean’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jean
How do I contact Jean?
Call Ameriprise Financial Services at 612-671-3131 and ask for Jean Chai. Jean works from the Vacaville, CA office.
How long has Jean been a financial advisor?
Jean has been in the industry since 1991, about 36 years. Top 7% by experience in California.
What licenses does Jean hold?
Series 63. Tap any license on this page to see what it allows.
Is Jean a fiduciary?
Jean is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Jean paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jean for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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