Infinity Financial Services Advisory
47yrs
Top advisor by experience in Oakland
8yrs
Ann Chen
Financial advisor at J.P. Morgan Securities
Ann Chen is a fiduciary financial advisor in Oakland, California, with 8 years in the industry. Ann joined J.P. Morgan Securities in 2022, a firm offering financial planning, investment management, and retirement plan consulting. J.P. Morgan Securities reports being paid through a percentage of assets.
One of 271 advisors with offices in Oakland, and one of 231 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office5114 Broadway, Oakland, CA 94611
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?2 states
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.
Career
- 2022 – nowJ.P. Morgan Securities LLCCurrent firm
Questions to ask Ann
Tailored to Ann’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Ann
How do I contact Ann?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Ann Chen. Ann works from the Oakland, CA office.
How long has Ann been a financial advisor?
Ann has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Ann hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Ann a fiduciary?
Ann is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ann paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Ann 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
Morgan Stanley
43yrs
Top 1% by experience in Oakland
Morgan Stanley
42yrs
Top 1% by experience in Oakland
Infinity Financial Services Advisory
42yrs
Top 1% by experience in Oakland
Infinity Financial Services Advisory
41yrs
Top 2% by experience in Oakland
Infinity Financial Services Advisory
41yrs
Top 2% by experience in Oakland