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Jay Chen

Clovelly Wealth

Wayne, PA

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Current Employers
Clovelly Wealth

175 Strafford Ave Suite One #218, Wayne, PA 19087 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-12-08
  • PA RA
    APPROVED
    Since 2022-12-08

Branch Locations

175 Strafford Ave Suite One #218, Wayne, PA 19087 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wellington Management Company Boston MA 06/2003 08/2022
Clovelly Management Advisors Llc Devon PA 09/2022 Present
  • 06/2003 → 08/2022
    Wellington Management Company
    Boston, MA
  • 09/2022 → Present
    Clovelly Management Advisors Llc
    Devon, PA
Other Businesses

Board member, advisor and angel investor.

Designations
Other Names
  • Jie Chen

View on SEC IAPD

Other Firms

ADDIS & HILL, INCORPORATED
CHARLES SCHWAB & CO., INC.
PNC WEALTH MANAGEMENT LLC
HORNOR, TOWNSEND & KENT, LLC
TODOROW CAPITAL PARTNERS LLC
HARVEST FUND ADVISORS LLC
ACT CAPITAL MANAGEMENT, LLC
FOCUS PARTNERS WEALTH, LLC

Other Investors

JUSTIN J HILL
Kelly F Bashore
KENT RUSSELL ADDIS
Flynn Michael Ryan
DANIEL BROOKS
PETER MASTROMARCO
KENNETH WAYNE LISKEY
Colleen Maura Lotto

Other Offices

ADDIS & HILL, INCORPORATED · WAYNE, PA
CHARLES SCHWAB & CO., INC. · Wayne, PA
PNC WEALTH MANAGEMENT LLC · Wayne, PA
HORNOR, TOWNSEND & KENT, LLC · WAYNE, PA
TODOROW CAPITAL PARTNERS LLC · WAYNE, PA
HARVEST FUND ADVISORS LLC · WAYNE, PA
ACT CAPITAL MANAGEMENT, LLC · WAYNE, PA
FOCUS PARTNERS WEALTH, LLC · Wayne, PA

More in Wayne, PA

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