Jason Chia Wun Chen

60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-02-13

Branch Locations

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

Organization	City	State	From	To
Wells Fargo Advisors Llc	Cupertino	CA	02/2013	11/2016
Wells Fargo Bank, Na	Cupertino	CA	06/2011	08/2021
Wells Fargo Clearing Services, Llc	Cupertino	CA	11/2016	01/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Cupertino	CA	08/2021	09/2022
Unemployed	San Jose	CA	01/2021	08/2021
Bank Of America, N.A.	Cupertino	CA	10/2021	09/2022
U.S. Bancorp Investments, Inc.	Millbrae	CA	09/2022	02/2026
U.S. Bank	Millbrae	CA	09/2022	Present
U.S. Bancorp Advisors, Llc	Millbrae	CA	02/2026	Present

02/2013 → 11/2016

Wells Fargo Advisors Llc

Cupertino, CA
06/2011 → 08/2021

Wells Fargo Bank, Na

Cupertino, CA
11/2016 → 01/2021

Wells Fargo Clearing Services, Llc

Cupertino, CA
08/2021 → 09/2022

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Cupertino, CA
01/2021 → 08/2021

Unemployed

San Jose, CA
10/2021 → 09/2022

Bank Of America, N.A.

Cupertino, CA
09/2022 → 02/2026

U.S. Bancorp Investments, Inc.

Millbrae, CA
09/2022 → Present

U.S. Bank

Millbrae, CA
02/2026 → Present

U.S. Bancorp Advisors, Llc

Millbrae, CA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-02-18
S63	Uniform Securities Agent State Law Examination	2013-04-16

Other Firms