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Jacob Hao Chen

Brighton Securities Corp.

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About Jacob Hao Chen

Jacob Hao Chen is an active investment advisor representative with Brighton Securities Corp. and Vanquour LLC. Jacob has been working in the financial services industry for over 21 years. Jacob is registered with FINRA and the states of New Jersey and New York. Jacob is a licensed securities agent in New York and has passed the Series 63, Series 65, Series 7TO and SIE exams. Jacob specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Jacob is also registered with the state of Florida as an Investment Advisor Representative.

Firm Information

Jacob Chen is currently registered with Brighton Securities Corp.. Brighton Securities Corp. is an investment advisory firm based in Rochester, New York, that has been in operation since 1969. They provide financial planning, portfolio management, and selection of other advisers for businesses and individuals. The firm has a strong track record of success and is known for their personalized service and commitment to their clients' financial goals. They have a team of experienced professionals who can provide comprehensive financial advice to help their clients achieve their goals. The firm currently has 2,108 accounts under management with a total of $611,855,688 in regulatory assets.
Brighton Securities Corp.

1703 MONROE AVENUE

ROCHESTER, NY 14618

$611.86M

Assets Under Management

Not reported

Total Clients

46

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jacob Chen’s Registration & Firm History

NY

04/16/2024 - Present

Brighton Securities Corp. (ROCHESTER NY)

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Licenses & Designations

BC

Issued 05/30/2024

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 04/01/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/14/2024

Series 7TO - General Securities Representative Examination

BC

Issued 04/24/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Hao Chen.
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