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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Qikai Chen is a financial advisor with Mercer Global Advisors Inc. Jessica holds the Series 6, 7, 63, and 66 licenses and has over 10 years of experience in the financial services industry. Jessica is also a Chartered Financial Analyst (CFA). Previously, Jessica worked at Edward Jones and ABD Retirement Services, Inc. Jessica has a strong background in financial planning, investment management, and retirement planning. Jessica is passionate about helping individuals and families achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Trust services, estate planning, tax return preparation, consultation
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
08/20/2024 - Present
Mercer Global Advisors Inc. (Walnut Creek CA)
CA
10/11/2023 - 08/01/2024
EDWARD JONES (SAN JOSE CA)
CA
01/22/2018 - 01/29/2020
ABD RETIREMENT SERVICES, INC. (San Francisco CA)
BOTH
Issued 10/30/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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