Jenny Chu

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CRD#: 2701992

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.

Jenny Chu, who also goes by Jenny Chu Chu, Jenny Y Chu, Jenny Yonghui Chu, Jenny Yong Chu, Jenny C Manheim, Jenny Chu Manheim, was a registered financial professional .

Jenny is a previously registered financial professional and started their career in finance in 1996. Jenny had worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

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

October 18, 2021 - March 30, 2022

AIRE ADVISORS, LLC

RIA

CRD#: 307450

BEVERLY HILLS, CA

Past

November 28, 2016 - June 18, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CENTURY CITY, CA

Past

November 28, 2016 - June 18, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CENTURY CITY, CA

Past

March 17, 2009 - December 2, 2016

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

LOS ANGELES, CA

Past

March 17, 2009 - December 2, 2016

J.P. MORGAN SECURITIES LLC

CRD#: 79

LOS ANGELES, CA

Past

April 7, 2000 - April 14, 2009

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

BEVERLY HILLS, CA

Past

March 31, 2000 - April 14, 2009

UBS FINANCIAL SERVICES INC.

CRD#: 8174

BEVERLY HILLS, CA

Past

January 19, 1999 - April 7, 2000

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

April 30, 1998 - June 26, 1998

R. H. YORK & COMPANY, INC.

CRD#: 30099

COVINGTON, KY

Past

June 3, 1996 - August 13, 1996

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

KNOXVILLE, TN

Past

January 24, 1996 - June 12, 1996

JOSEPH CHARLES & ASSOC., INC.

CRD#: 3949

BOCA RATON, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AIRE ADVISORS, LLC

AIRE ADVISORS, LLC | PROJECT NIMH, LLC

CRD#: 307450 / SEC#: 801-119842

RIA

Registered Investment Advisory firm - (11/20/2020 Approved)

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.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/10/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/30/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/23/1996

General Securities Representative Examination

Current Firm

AIRE ADVISORS, LLC

AIRE ADVISORS, LLC | PROJECT NIMH, LLC

CRD#: 307450 / SEC#: 801-119842

RIA

Registered Investment Advisory firm - (11/20/2020 Approved)

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Contact information

Main Address

9350 Wilshire Blvd Suite 200, Beverly Hills, CA 90212

Mailing Address

Phone number

(310) 277-2473

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (3/19/2025)

Regulatory assets under management

Total Number of Accounts	1,029
AUM (Assets Under Management)	$ 905,428,754

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.

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Advisor Monitoring

Firm Stability Insights

Jenny Chu

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

CITIGROUP GLOBAL MARKETS INC.

R. H. YORK & COMPANY, INC.

SECURITIES SERVICE NETWORK, LLC

JOSEPH CHARLES & ASSOC., INC.

Primary Firm SEC Registration

AIRE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/10/1999

Series 63

Date: 1/30/1996

SIE

Date: 10/1/2018

Series 7

Date: 1/23/1996

Current Firm

AIRE ADVISORS, LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AIRE ADVISORS, LLC

TRUST BUT VERIFY

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