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Jinai Chen

Charles Schwab & CO., Inc.

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About Jinai Chen

Jinai Chen is a financial professional with over 4 years of experience in the financial services industry. Jinai is currently registered with Charles Schwab & Co., Inc. as a Registered Representative and Investment Advisor Representative, based in Pleasanton, California. Jinai has a history of working with clients in the area, previously working at WELLS FARGO CLEARING SERVICES, LLC in SAN RAMON, California. Jinai has a strong background in the financial industry with experience working at a variety of firms including Pandora Jewelry, Hoang Le Tax Services, and Industrial and Commercial Bank of China, NA. In addition to her financial services background, Jinai also provides in-home care services.

Firm Information

Jinai Chen is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Jinai Chen’s Registration & Firm History

CA

10/26/2023 - Present

Charles Schwab & CO., Inc. (Pleasanton CA)

CA

08/21/2018 - 01/26/2022

WELLS FARGO CLEARING SERVICES, LLC (SAN RAMON CA)

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Licenses & Designations

BOTH

Issued 09/02/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/24/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/21/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jinai Chen.
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