Jiaxin Chen

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

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

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-06-16

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Unemployed	New York	NY	08/2023	06/2025
New York University	New York	NY	12/2021	08/2023
Forebright Capital	Shenzhen		08/2021	11/2021
China International Capital Corporation	Shenzhen		06/2021	07/2021
New York University	New York	NY	03/2021	05/2021
Pricewaterhousecoopers Zhong Tian Llp, Shenzhen Branch	Shenzhen		01/2021	02/2021
New York University	New York	NY	09/2018	12/2020
Shenzhen Vanke Meisha Academy	Shenzhen		05/2015	08/2018
Equitable Advisors, Llc	New York	NY	06/2025	Present

08/2023 → 06/2025

Unemployed

New York, NY
12/2021 → 08/2023

New York University

New York, NY
08/2021 → 11/2021

Forebright Capital

Shenzhen
06/2021 → 07/2021

China International Capital Corporation

Shenzhen
03/2021 → 05/2021

New York University

New York, NY
01/2021 → 02/2021

Pricewaterhousecoopers Zhong Tian Llp, Shenzhen Branch

Shenzhen
09/2018 → 12/2020

New York University

New York, NY
05/2015 → 08/2018

Shenzhen Vanke Meisha Academy

Shenzhen
06/2025 → Present

Equitable Advisors, Llc

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-03-24

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