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Annie Ju-Yin Chen

Pure Financial Advisors, LLC

San Diego, CA

Brea, CA

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Current Employers
Pure Financial Advisors, Llc

3131 Camino Del Rio N Suite 1550, San Diego, CA 92108 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-11-20
CA RA APPROVED 2020-02-18
  • TX RA
    APPROVED
    Since 2024-11-20
  • CA RA
    APPROVED
    Since 2020-02-18

Branch Locations

3131 Camino Del Rio N Suite 1550, San Diego, CA 92108 • United States

3040 Saturn Street Suite 100, Brea, CA 92821 • 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
Westmount Asset Management Los Angeles CA 10/2011 01/2019
Falcon Wealth Planning Ontario CA 03/2019 11/2019
Pure Financial Advisors, Llc San Diego CA 02/2020 10/2025
Pure Financial Advisors, Llc Brea CA 10/2025 Present
Previous Registrations
Designations
Other Names
  • Ju-Yin Chen

View on SEC IAPD

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