Radnor Capital Management
47yrs
Top advisor by experience in Wayne
4yrs
Jay Chen
Financial advisor at Clovelly Wealth
Jay Chen is a financial advisor in Wayne, Pennsylvania, with 4 years in the industry. Jay joined Clovelly Wealth in 2022, a firm offering financial planning, investment management, and selecting outside investment managers. Jay holds the CFA designation.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office175 Strafford Ave Suite One #218, Wayne, PA 19087
FirmClovelly Wealth
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.71 million
States licensed ?1 state
Services through Clovelly Wealth
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2022 – nowClovelly WealthCurrent firm
Questions to ask Jay
Tailored to Jay’s registration and firm.
- 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 Jay
How do I contact Jay?
Call Clovelly Wealth at (610) 687-7756 and ask for Jay Chen. Jay works from the Wayne, PA office.
How long has Jay been a financial advisor?
Jay has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Jay hold?
No exams are listed on the official record.
Is Jay a fiduciary?
Jay is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Jay paid?
Clovelly Wealth reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Jay for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
TP Investment Advisory Services
46yrs
Top 1% by experience in Pennsylvania
Radnor Capital Management
46yrs
Top 1% by experience nationwide
Divi-Vest Advisors
45yrs
Top 1% by experience in Wayne
Wick Capital Partners
45yrs
Top advisor by experience at Wick Capital Partners
Lincoln Investment
45yrs
Top 1% by experience in Pennsylvania