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JC

Jack Chen

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CRD#: 2189450
JC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jack Chen was a registered financial professional .

Jack is a previously registered financial professional and started their career in finance in 1992. Jack had worked at 11 firms and has passed the Series 65, Series 66, Series 63, Series 3, Series 31, Series 7, Series 23, Series 4, Series 10 and Series 9 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 25, 2013 - March 27, 2014

TITAN CAPITAL MANAGEMENT, LLC

RIA
CRD#: 123568
MODESTO, CA
Past

December 8, 2006 - May 18, 2007

BROOKSTREET SECURITIES CORPORATION

RIA
CRD#: 14667
MONROVIA, CA
Past

May 9, 2006 - May 18, 2007

BROOKSTREET SECURITIES CORPORATION

BD
CRD#: 14667
MONROVIA, CA
Past

April 1, 2005 - May 18, 2006

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
PASADENA, CA
Past

April 1, 2005 - May 18, 2006

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

October 22, 2004 - March 10, 2005

TD AMERITRADE, INC.

RIA
CRD#: 7870
SANTA CLARA, CA
Past

March 13, 1996 - March 10, 2005

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE
Past

August 7, 1995 - November 15, 1995

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
ROCHESTER, NY
Past

January 23, 1995 - August 31, 1995

KENNEDY, CABOT & CO.

BD
CRD#: 2417
BEVERLY HILLS, CA
Past

June 4, 1993 - August 7, 1993

DICKINSON & CO.

BD
CRD#: 689
DES MOINES, IA
Past

December 14, 1992 - March 11, 1993

LP CHARLES & COMPANY, INC.

BD
CRD#: 27020
Past

September 4, 1992 - November 11, 1992

LAM WAGNER, INC.

BD
CRD#: 29870
LA JOLLA, CA
Past

April 24, 1992 - June 10, 1992

CHATFIELD DEAN & CO., INC.

BD
CRD#: 14714
GREENWOOD VILLAGE, CO
Past

March 20, 1992 - March 30, 1992

AMR SECURITIES, INC.

BD
CRD#: 23368
Past

January 6, 1992 - February 19, 1992

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
ROCHESTER, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 1/30/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 10/15/2004
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 4/23/2005
Futures Managed Funds Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


TC
TITAN CAPITAL MANAGEMENT, LLC
TITAN CAPITAL MANAGEMENT, LLC

CRD#: 123568 / SEC#: 801-110575

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Contact information


Main Address
5272 Spicewood Lane, Frisco, TX 75034
Mailing Address
2901 West Coast Highway Suite 200, Newport Beach, CA 92663
Phone number
(209) 529-3089
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Part 2 Brochures

DISCLOSURE DOCUMENT FOR IN-HOUSE CLIENTS (3/31/2021)

Regulatory assets under management


Total Number of Accounts553
AUM (Assets Under Management)$ 131,750,746

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


TITAN CAPITAL MANAGEMENT, LLC

CRD#: 123568

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