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Jenning Chenyin Chen

AMERITAS ADVISORY SERVICES
BREA, CA
·CRD# 4890641·21 years experience

Professional Summary

Jenning Chenyin Chen, who also goes by Chen Yin Chen, Chenyin Chen, Jenning Chen, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Brea, California and AMERITAS INVESTMENT COMPANY, LLC located in Brea, California. Jenning is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Jenning has worked at 5 firms and has passed the Series 66, Series 63, SIE and...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Chen Yin Chen, Chenyin Chen, Jenning Chen

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

21 years in the financial services industry

Current & Past Employments

AMERITAS ADVISORY SERVICES, LLC·CRD# 317245
RIA
1800 E Lambert Rd Ste 258, Brea, CA 92821
November 1, 2021 - Present
AMERITAS INVESTMENT COMPANY, LLC·CRD# 14869
BD
1800 E Lambert Rd Ste 258, Brea, CA 92821
May 3, 2018 - Present
AMERITAS INVESTMENT COMPANY, LLC·CRD# 14869
RIA
Buena Park, CA
August 9, 2018 - November 1, 2021
EQUITY SERVICES, INC.·CRD# 265
RIA
Alhambra, CA
July 12, 2017 - May 3, 2018
EQUITY SERVICES, INC.·CRD# 265
BD
Alhambra, CA
July 12, 2017 - May 3, 2018
AMERITAS INVESTMENT COMPANY, LLC·CRD# 14869
RIA
Alhambra, CA
February 12, 2013 - July 27, 2017
AMERITAS INVESTMENT COMPANY, LLC·CRD# 14869
BD
Alhambra, CA
January 11, 2013 - July 27, 2017
MSI FINANCIAL SERVICES, INC.·CRD# 14251
RIA
City Of Industry, CA
March 2, 2007 - January 24, 2013
METROPOLITAN LIFE INSURANCE COMPANY·CRD# 4095
BD
City Of Industry, CA
January 21, 2005 - July 9, 2007
MSI FINANCIAL SERVICES, INC.·CRD# 14251
BD
City Of Industry, CA
January 21, 2005 - January 24, 2013

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Current Firm

AA
AMERITAS ADVISORY SERVICES, LLC

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153
RIA
Registered Investment Advisory firm - SEC (1/13/1998 Approved)

Contact Information

Main Address

5900 O Street, Lincoln, NE 68510

Phone Number

(800) 335-9858

# of Employees

797

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (10/1/2026)

Regulatory Assets Under Management

Total Number of Accounts

45,299

AUM (Assets Under Management)

$13,746,443,625

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
10/28/2025Cover PageReport
07/23/2024Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

STRATEGIC HORIZON; 388 E VALLEY BLVD STE 201, ALHAMBRA CA 91801; INV REL; SELL FIXED INSURANCE PRODUCTS AND HEALTH INSURANCE; AGENT; START DATE=01/2013; HRS/MO=80; TRADING HRS/MO=40; SELL FIXED INSURANCE PRODUCTS AND HEALTH INSURANCE * JENNING CHEN HEALTH INSURANCE; SAME AS BRANCH; NON-INV REL; SELLING HEALTH INSURANCE; AGENT; START DATE=08/2018; HRS/MO=15; TRADING HRS/MO=10; SELLING HEALTH INSURANCE * RENTAL PROPERTY; SAME AS RESIDENCE; NON-INV REL; RENTAL PROPERTY IN LA HABRA AND EASTVALE, CA; OWNER; START DATE=01/2010; HRS/MO=1; TRADING HRS/MO=0; COLLECT RENTS * CAPSTONE FINANCIAL GROUP; 620 COOLIDGE DR STE 165, FOLSOM CA 95630; INV REL; SELL LIFE INSURANCE; AGENT; START DATE=03/2018; HRS/MO=400; TRADING HRS/MO=200; SELL LIFE INSURANCE * Windsor Insurance; 21820 Burbank Blvd Ste 100 S, Woodland Hills CA 91367; inv rel; general agency for life insurance; Agent; start date=01/2013; hrs/mo=10; trading hrs/mo=10; agent, life insurance sales * Jenstar Financial and Insurance; same as branch; inv rel; selling health insurance; Owner; start date=12/2012; hrs/mo=150; trading hrs/mo=150; sell health insurance * Jenyin Insurance Services; same as branch; inv rel; Name: Lion Street, Role: Broker, Type: Insurance, Start Date: 05/20/2021, Investment Related?: Yes, Address: 515 Congress Ave., Suite 2500, Austin, TX 78701, Number of Hours/Mo: 5, Number of Hrs during trading hours: 1, Duties: Sell Insurance * Jenmo Investment; 1800 E Lambert Rd #258, Brea, CA 92821; non-inv rel; Rental property; Owner; start date=01/2010; hrs/mo=1; trading hr/mo=0; Collecting rents

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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".
AA
AMERITAS ADVISORY SERVICES, LLC

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153
RIA
Registered Investment Advisory firm - SEC (1/13/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
California
(5/3/2018)
IAR
California
(11/1/2021)
RR
Nevada
(11/25/2024)
RR
New York
(12/2/2025)
RR
Oregon
(10/8/2024)
RR
Virginia
(9/1/2020)

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.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jan 2007About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 2005About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jan 2005About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Jenning Chenyin Chen's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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