Wells Fargo Advisors
47yrs
Top advisor by experience in Irvine
10yrs
Jack Chen
Financial advisor at J.P. Morgan Securities
Jack Chen has worked in the financial industry for 10 years and is a fiduciary financial advisor based in Irvine, California. Jack has been with J.P. Morgan Securities since 2017; before that, Jack spent a year at Waddell & Reed. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 1708 advisors with offices in Irvine, and one of 1570 fiduciaries.
At a glance
Experience10 years (since 2017)
How that compares ?10 years in the industry
Office6460 Irvine Blvd, Irvine, CA 92620
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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.
Series 66Uniform Combined State Law Examination
Career
- 2017 – nowJ.P. Morgan Securities LLCCurrent firm
- Mar 2017 – Nov 2017Waddell & ReedPreviously
Contact Jack
(800) 999-2000Firm headquarters in New York, NY. Ask for Jack. 6460 Irvine BlvdIrvine, CA 92620Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Jack
Tailored to Jack’s registration and firm.
- 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
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About Jack
How do I contact Jack?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Jack Chen. Jack works from the Irvine, CA office.
How long has Jack been a financial advisor?
Jack has been in the industry since 2017, about 10 years. 10 years in the industry.
What licenses does Jack hold?
Series 66. Tap any license on this page to see what it allows.
Is Jack a fiduciary?
Jack is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jack paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Jack 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.
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