Jack Chia-chen Tsai

Current Employers

Tsai Wealth Management

238 South Arroyo Pkwy #120, Pasadena, CA 91105 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-10-03

CA RA
APPROVED

Since 2025-10-03

Branch Locations

238 South Arroyo Pkwy #120, Pasadena, CA 91105 • 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

Organization	City	State	From	To
Tsai Wealth Management	West Covina	CA	09/2009	Present
Colton Wealth Management	Arcadia	CA	03/2011	12/2016
Jack Tsai & Associates	238 S. Arroyo Pkwy #120	CA	01/2019	Present

09/2009 → Present

Tsai Wealth Management

West Covina, CA
03/2011 → 12/2016

Colton Wealth Management

Arcadia, CA
01/2019 → Present

Jack Tsai & Associates

238 S. Arroyo Pkwy #120, CA

Previous Registrations

2011-03-30 → 2019-01-23

Colton Wealth Management

Arcadia, CA
2007-09-03 → 2010-10-07

Lhmp Financial & Insurance Services

Pasadena, CA

Other Businesses

OWNER OF JACK TSAI & ASSOCIATES. JACK TSAI & ASSOCIATES IS A CPA FIRM LOCATED AT 238 S. ARROYO PKWY., SUITE 120, PASADENA, CA 91105 SINCE FEBRUARY, 2011. JACK SPENDS APPROXIMATELY 50% OF HIS TIME WORKING AT JACK TSAI & ASSOCIATES.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2007-08-31

S65 Uniform Investment Adviser Law Examination

2007-08-31

Designations

View on SEC IAPD

Current Employers

Tsai Wealth Management

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Designations

Other Firms

Other Investors

Other Offices

Reviews