Jerry Chia-Jui Bien

Employer firm

Packerland Brokerage Services, Inc. CRD 37031

$1.36B regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2014 → 10/2018
  Foresters Equity Services, Inc
  Irvine, CA
• 10/2018 → Present
  Packerland Brokerage Services
  Green Bay, WI

Previous Registrations

• 2014-01-07 → 2018-10-10
  Foresters Equity Services, Inc.
  Irvine, CA
  City Of Industry, CA
  Tustin, CA
  Valencia, CA
  City Of Industry, CA
• 2012-06-06 → 2013-12-16
  New England Securities
  Irvine, CA
  Woodland Hills, CA
  Irvine, CA
• 2010-07-28 → 2012-03-06
  Equitable Advisors, Llc
  Tustin, CA
  Hacienda Heights, CA
  Hacienda Heights, CA
  Irvine, CA

Other Businesses

DBA: CENTRIC ADVISORS 1. CENTRIC ADVISORS; INVESTMENT RELATED NON-SECURITIES;12370 MARLOW AVE TUSTIN CA 92782; OWNER/INSURANCE SALES;STARTED 01/2014; 20 HOURS PER WEEK; LIFE INSURANCE AND FIXED ANNUITY SALES 2. PACIFIC STERLING REALTY; 980 ROOSEVELT SUITE 200, IRVINE CA 92620; NON-INVESTMENT RELATED; REALTOR; START DATE: 11/3/2014; 1 HOUR PER WEEK; MANAGE MY FAMILY'S OWN REAL ESTATE INVESTMENTS (PROPERTY BUY-SELL). 3. INET REALTY; 677 ALA MOANA BLVD. SUITE 210, HONOLULU HI 96813; NON-INVESTMENT REAL ESTATE SALES; 1 HOUR PER WEEK; START DATE: 4/15/2016; SALES OF PERSONAL OWNED REAL ESTATE PROPERTY.

Exams

• S66 Uniform Combined State Law Examination
  2010-07-26
• S63 Uniform Securities Agent State Law Examination
  2008-09-30

Other Names

• Jerry Bien