J.P. Morgan Securities
29yrs
Top advisor by experience in Englishtown
6yrs
Kai Chen
Financial advisor at J.P. Morgan Securities
Based in Englishtown, New Jersey, Kai Chen is a fiduciary financial advisor with 6 years of industry experience. Kai has been with J.P. Morgan Securities since 2021. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 12 advisors with offices in Englishtown, and one of 12 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office146 US Hwy 9, Englishtown, NJ 07726
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
- 2021 – nowJ.P. Morgan Securities LLCCurrent firm
- Sep 2020 – Jun 2021J.P. Morgan Securities LLCPreviously
Contact Kai
(800) 999-2000Firm headquarters in New York, NY. Ask for Kai. 146 US Hwy 9Englishtown, NJ 07726Office · Get directions Firm websitewealthpartners.jpmorgan.com
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Kai
Tailored to Kai’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 Kai
How do I contact Kai?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Kai Chen. Kai works from the Englishtown, NJ office.
How long has Kai been a financial advisor?
Kai has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Kai hold?
Series 66. Tap any license on this page to see what it allows.
Is Kai a fiduciary?
Kai is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kai paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Kai 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
J.P. Morgan Securities
29yrs
Top 6% by experience at J.P. Morgan Securities
Wells Fargo Advisors
28yrs
Top 21% by experience nationwide
Park Avenue Securities
24yrs
More experience than 71% of advisors at Park Avenue Securities
Sigma Capital Management
22yrs
More experience than 67% of advisors nationwide
Merrill
16yrs
More experience than 56% of advisors at Merrill