Jinai Chen

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 01/2017 → 01/2022
  Wells Fargo Bank Na
  Dublin, CA
• 06/2018 → 01/2022
  Wells Fargo Clearing Services Llc
  Dublin, CA
• 05/2016 → 12/2016
  Pandora Jewelry
  Pleasanton, CA
• 01/2022 → Present
  Charles Schwab & Co., Inc.
  Danville, CA
• 01/2022 → 10/2025
  Charles Schwab Bank, Ssb
  Pleasanton, CA
• 10/2025 → Present
  Schwab Wealth Advisory, Inc.
  Danville, CA

Other Businesses

1) In Home Support Services | Investment Related:No|Healthcare Services|CAREGIVER|7/1/2022|Less than 20|0|provides in-home assistance to eligible aged, blind and disabled individuals as an alternative to out-of-home care and enables recipients to remain safely in their own homes. Services range from assistance with household chores to personal care and paramedical services.

Exams

• S66 Uniform Combined State Law Examination
  2023-09-02
• S63 Uniform Securities Agent State Law Examination
  2018-10-01

Other Names

• Celina Chen