HC
Hui-chin Chen
JADE & COWRY LLC
Arlington, VA 22201
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CRD#: 6304697
HC
Professional summary
Hui-chin Chen, CFP® is a registered financial advisor currently at JADE & COWRY LLC located in Arlington, Virginia.
Hui-chin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Hui-chin has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
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.
Hui-chin Chen, CFP� is the Founder of The CIGA Network, LLC, a professional membership network for independent advisors around the world that want to serve cross-border clients better. The network is for financial professionals - only those duly registered in their respective jurisdiction may participate. The business is not investment-related. The LLC is registered in Virginia as of November 6th, 2020 and is located at 8401 Mayland DR # 5037, Richmond, VA 23294. The CIGA Network members pay an annual membership fee for access to educational webinars, networking opportunities, and an online community forum. The CIGA Network does not promote the services of advisers and does not assist in the solicitation of advisory services on behalf of advisers. Hui-chin Chen spends 4 hours of a 40-hour work week, or roughly 10% of her time, on running The CIGA Network as the sole owner. She works on her other business activities outside of the securities trading hours. Her duties include managing independent contractors who maintain the online forum and resources, communicate with members, and host educational webinars.
CRS (Client Relationship Summary) - RIA
Click below to view Hui-chin Chen's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2016
Experience
Current
February 21, 2014 - Present
JADE & COWRY LLC
Office #1: 1100 North Glebe Road Suite 1010, Arlington, VA 22201RIA
CRD#: 154129
Arlington, VA
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.Highlighted states indicate IAR registrations
IAR
California(7/16/2019)
IAR
District of Columbia(8/28/2017)
IAR
Maryland(4/27/2022)
IAR
New York(1/4/2023)
IAR
Texas(1/12/2016)
IAR
Virginia(2/21/2014)
Current Firm
JADE & COWRY LLC
JADE & COWRY | PAVLOV FINANCIAL PLANNING | PAVLOV ANALYTICS, LLC | PAVLOV ANALYTICS | JADE & COWRY LLC
CRD#: 154129 / SEC#:
California
Registered Investment Advisory firm - (7/16/2019 Approved)District of Columbia
Registered Investment Advisory firm - (8/28/2017 Approved)Maryland
Registered Investment Advisory firm - (4/27/2022 Approved)New York
Registered Investment Advisory firm - (1/4/2023 Approved)Texas
Registered Investment Advisory firm - (1/12/2016 Conditional Restricted)Virginia
Registered Investment Advisory firm - (8/11/2010 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1100 North Glebe Road Suite 1010, Arlington, VA 22201
Mailing Address
Phone number
(703) 594-1706
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 117 |
| AUM (Assets Under Management) | $ 48,088,820 |
Red Flags
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