Advisor at Allworth financial, L.P.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Allworth financial, L.P.
Location
Folsom, CA 95630
Credentials
CFP®, CFA®, Series 65, Series 66
Industry experience
5 years
Jing Chen is a financial advisor at Allworth Financial, L.P. with five years of industry experience. He holds the CFP® and CFA® designations and has worked at firms including Bank of America, Merrill, and Empower Advisory Group. Allworth Financial provides fee-based wealth management, financial planning, and qualified retirement plan consulting to a diverse client base, offering customized investment programs that incorporate low-cost mutual funds and ETFs, individual securities, model strategies, and third-party managers. The firm also manages private funds and publishes newsletters and podcasts accessible to clients and the public.
Based on Allworth financial, L.P.
Based on Allworth financial, L.P.
Financial planning services generally range between $1,500 and $30,000 fixed fee
Minimum fee: $2,500 annual minimum fee on asset management services
340 Palladio Pkwy., Suite 501
Folsom, CA 95630
California
AW Securities
2025 - Present (1 year)
Allworth Financial
2025 - Present (1 year)
Empower Advisory Group
2024 - 2025 (1 year)
Empower Financial Services, inc
2024 - 2025 (1 year)
BANK of AMERICA, N.A.
2020 - 2024 (4 years)
Merrill
2020 - 2024 (4 years)
Dandelion of Wonderland
2019 - 2020 (1 year)
Transpacific Financial Group
2017 - 2019 (2 years)
UC Riverside
2016 - 2017 (1 year)
Jiashitong Auto Sales & Service Company Ltd.
2010 - 2016 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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