Jefferson Yuhan Chan

Current Employers

Mutual Advisors, Llc

9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2026-08-11
TX	RA	APPROVED	2026-06-26

CO RA
APPROVED

Since 2026-08-11
TX RA
APPROVED

Since 2026-06-26

Branch Locations

Denver, CO • United States

9140 W Dodge Road Suite 230, Omaha, NE 68114 • 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
Illuminate Wealth Management	Barrington	IL	09/2025	05/2026
Baker Hughes	Houston	TX	07/2019	01/2023
Worthynest	Punta Gorda	FL	02/2023	12/2023
Illuminate Wealth Management	Barrington	IL	09/2023	09/2025
University Of Wisconsin-Madison	Madison	WI	09/2014	05/2019
Mutual Advisors, Llc.	Casper	WY	06/2026	Present

09/2025 → 05/2026

Illuminate Wealth Management

Barrington, IL
07/2019 → 01/2023

Baker Hughes

Houston, TX
02/2023 → 12/2023

Worthynest

Punta Gorda, FL
09/2023 → 09/2025

Illuminate Wealth Management

Barrington, IL
09/2014 → 05/2019

University Of Wisconsin-Madison

Madison, WI
06/2026 → Present

Mutual Advisors, Llc.

Casper, WY

Previous Registrations

2025-09-15 → 2026-06-04

Illuminate Wealth Management

Barrington, IL

Houston, TX

Other Businesses

Frontier Tax Advisory, LLC., Start Date: 02/20/2024, 1850 S Quebec Way, Unit 1050, Denver, CO 80231, LLC, Tax Preparation, Tax Planning, Bookkeeping, Owner, I manage all aspects of client engagements including tax return preparation (individual and business), year-round tax planning, S-Corporation and small business advisory, bookkeeping oversight, payroll administration via third-party platforms, Investment Related, 80 Hours per month, 4 Hours per day during trading hours.

Designations

Other Names

Jeff Chan
Jefferson Y. Chan

View on SEC IAPD