Financial First Advisors
46yrs
Top advisor by experience in Columbia
3yrs
Nathan Chen
Financial advisor at Wells Fargo Advisors
Based in Columbia, Maryland, Nathan Chen is a fiduciary financial advisor with 3 years of industry experience. Nathan has been with Wells Fargo Advisors since 2026; before that, Nathan spent two years at J.P. Morgan Securities and a year at Raymond James & Associates. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 394 advisors with offices in Columbia, and one of 371 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office8830 Stanford Blvd 3rd Floor [M3-Rbo], Columbia, MD 21045
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther 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.
Series 66Uniform Combined State Law Examination
Career
- Apr 2026 – nowWells Fargo Clearing Services, LLCCurrent firm
- Aug 2024 – Mar 2026J.P. Morgan Securities LLCPreviously
- Jun 2023 – Aug 2024Raymond James & Associates, Inc.Previously
Contact Nathan
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for Nathan. 8830 Stanford Blvd 3rd Floor [M3-Rbo]Columbia, MD 21045Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Nathan
Tailored to Nathan’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 Nathan
How do I contact Nathan?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Nathan Chen. Nathan works from the Columbia, MD office.
How long has Nathan been a financial advisor?
Nathan has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Nathan hold?
Series 66. Tap any license on this page to see what it allows.
Is Nathan a fiduciary?
Nathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Nathan paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Nathan 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
RBC Capital Markets
43yrs
Top 1% by experience in Columbia
Morgan Stanley
41yrs
Top 1% by experience in Columbia
Merrill
41yrs
Top 1% by experience in Columbia
Tribridge Partners Financial
41yrs
Top advisor by experience at Tribridge Partners Financial
LEE Financial Group
40yrs
Top 2% by experience in Columbia