Kevin Jenpin Chen

Employer firm

Mma Securities LLC CRD 44254

10,839 advisory clients

Reported services (Item 5G)

• Pension consulting
• Selection of other advisers
• Educational seminars
• ADVISORY SERVICES TO RETIREMENT PLAN PARTICIPANTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 12/2025
  Precept Advisory Group Llc
  Irvine, CA
• 01/2026 → Present
  Mma Securities, Llc
  Aliso Viejo, CA
• 11/2024 → Present
  Marsh Mclennan Agency
  Aliso Viejo, CA

Previous Registrations

• 2016-07-12 → 2026-01-14
  Precept Advisory Group Llc
  Irvine, CA

Other Businesses

The Investment Advisor Representative is an employee of Marsh & McLennan Agency LLC ("MMA"), 1166 Avenue of the Americas, New York, NY 10036), an affiliate MMA Securities LLC. The Investment Advisor Representative conducts non-investment related business activities for MMA (e.g. support for its insurance services. These business activities are not subject to broker-dealer licensing and registration requirements. All MMA Securities LLC activities remain subject to the Firm's supervisory framework.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-07-12