Jia H Chen

Current Employers

Mcadam Llc

150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087 • United States

Current Registrations

Authority	Category	Status	Date
RI	RA	APPROVED	2026-07-02

RI RA
APPROVED

Since 2026-07-02

Branch Locations

West Warwick, RI • United States

150 N. Radnor Chester Road Suite F-200, Radnor, 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

Organization	City	State	From	To
The Ayco Company, L.P./Mercer Allied	Albany	NY	01/2019	06/2019
The Ayco Company, L.P.	Albany	NY	10/2018	01/2019
Unemployed	Albany	NY	03/2018	10/2018
Combined Insurance	Latham	NY	11/2017	03/2018
Unemployed	Albany	NY	07/2017	11/2017
Avery, Teach & Co.	Schenectady	NY	01/2017	07/2017
Suny - University At Albany	Albany	NY	08/2015	05/2017
John Hancock Investment Management Distributors Llc	Boston	MA	08/2019	06/2021
John Hancock	Boston	MA	08/2019	06/2021
Amplify Life Insurance	San Francisco	CA	01/2022	02/2024
Clearone Advantage	Baltimore	MD	09/2021	01/2022
The Leaders Group Inc	Littleton	CO	04/2022	02/2024
Mutual Of America Securities Llc	Providence	RI	04/2024	03/2025
Mutual Of America Life Insurance Company	Providence	RI	04/2024	03/2025
Massey And Associates, Llc	Warwick	RI	03/2025	06/2026
Ae Wealth Management, Llc	Topeka	KS	04/2025	06/2026
Mcadam Financial	Radnor	PA	06/2026	Present

01/2019 → 06/2019

The Ayco Company, L.P./Mercer Allied

Albany, NY
10/2018 → 01/2019

The Ayco Company, L.P.

Albany, NY
03/2018 → 10/2018

Unemployed

Albany, NY
11/2017 → 03/2018

Combined Insurance

Latham, NY
07/2017 → 11/2017

Unemployed

Albany, NY
01/2017 → 07/2017

Avery, Teach & Co.

Schenectady, NY
08/2015 → 05/2017

Suny - University At Albany

Albany, NY
08/2019 → 06/2021

John Hancock Investment Management Distributors Llc

Boston, MA
08/2019 → 06/2021

John Hancock

Boston, MA
01/2022 → 02/2024

Amplify Life Insurance

San Francisco, CA
09/2021 → 01/2022

Clearone Advantage

Baltimore, MD
04/2022 → 02/2024

The Leaders Group Inc

Littleton, CO
04/2024 → 03/2025

Mutual Of America Securities Llc

Providence, RI
04/2024 → 03/2025

Mutual Of America Life Insurance Company

Providence, RI
03/2025 → 06/2026

Massey And Associates, Llc

Warwick, RI
04/2025 → 06/2026

Ae Wealth Management, Llc

Topeka, KS
06/2026 → Present

Mcadam Financial

Radnor, PA

Previous Registrations

2025-04-14 → 2026-06-16

Ae Wealth Management, Llc

Warwick, RI
2022-04-22 → 2024-04-12

Tlg Advisors, Inc.

Summit, NJ

San Francisco, CA
2019-09-17 → 2021-06-07

John Hancock Personal Financial Services, Llc

Boston, MA
2019-02-12 → 2019-06-13

Goldman Sachs Wealth Services, L.P.

Albany, NY

Other Businesses

1)MCADAM LLC, RIA, INVESTMENT RELATED. 06/2025 - Present. INVESTMENT ADVISOR REPRESENTATIVE. 160 HRS/MONTH. 160 HRS/MONTH TRADING DURING TRADING. DUTIES: INVESTMENT RELATED ACTIVITIES. 2)MCADAM INSTITUTIONAL BROKERAGE, NOT INVESTMENT RELATED, FIXED INSURANCE SALES. 06/202 - PRESENT. 10 HRS/MONTH. 10 HRS/MONTH DURING TRADING. DUTIES: FIXED INSURANCE SALES.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2019-05-07
S65	Uniform Investment Adviser Law Examination	2019-02-12

S63 Uniform Securities Agent State Law Examination

2019-05-07
S65 Uniform Investment Adviser Law Examination

2019-02-12

View on SEC IAPD