Jeenchen Chen

Current Employers

Employment History

• 05/2023 → 11/2024
  New York Life
  San Jose, CA
• 11/2021 → 10/2023
  Stanford University School Of Medicine
  Palo Alto, CA
• 07/2021 → 10/2021
  Donorlink
  Boynton Beach, FL
• 09/2020 → 07/2021
  Ohio State University Wexner Medical Center
  Columbus, OH
• 11/2018 → 08/2020
  China Medical University Hospital
  Taichung
• 10/2017 → 10/2018
  Taipei Medical University Hospital
  Taipei
• 09/2016 → 08/2017
  Indiana University Health Methodist Hospital
  Indianapolis, IN
• 08/2023 → 11/2024
  Nylife Securities Llc
  San Jose, CA
• 09/2017 → 09/2017
  Extended Travel
  Taiwan, Republic Of China
• 11/2024 → 09/2025
  Avantax Advisory Services
  Palo Alto, CA
• 11/2024 → 08/2025
  Avantax Insurance Agency, Llc
  Palo Alto, CA
• 11/2024 → 09/2025
  Avantax Investment Services Inc
  Palo Alto, CA
• 10/2024 → 09/2025
  Rso Insurance
  Santa Clara, Ca 9505, CA
• 05/2025 → Present
  Palo Alto Unified School District
  Palo Alto, CA
• 05/2025 → Present
  Ssa Disability Examiner
  Columbus, OH
• 10/2024 → 05/2026
  Rso Insurance
  Santa Clara, CA
• 06/2025 → Present
  Nuera Benefits Agency Inc.
  Palo Alto, CA
• 09/2023 → Present
  Humanity Digital Llc
  Sacramento, CA
• 10/2024 → Present
  H & R Block
  Sunnyvale, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Palo Alto, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 04/2026 → Present
  Altea Healthcare
  Hilliard, OH
• 05/2026 → Present
  Schoenbrunn Healthcare
  Hilliard, OH
• 03/2026 → Present
  State Of Ohio
  Hilliard, OH

Previous Registrations

• 2024-11-29 → 2025-09-05
  Avantax Advisory Services
  Palo Alto, CA
  Palo Alto, CA
  Dallas, TX

Other Businesses

1) ACADEMIC AUTHORSHIP; Author or co; Academic research and publication in biomedical fields; NIR; HRS 6; HRS 0; 01/01/2000; 4248 Rickeys Way, Unit M, Palo Alto CA 94306, United States; Data analysis; research advising; authoring and co-authoring; reviewing and revising manuscripts; earning academic credits 2) PATHFREE TECHNOLOGIES; Chief Medical Officer; Domain knowledge for artificial intelligence invention on emergency room services; NIR; HRS 2; HRS 0; 05/01/2025; 19800 MacArthur Blvd, Unit 300, Irvine CA 92612, United States; Domain knowledge for artificial intelligence invention on emergency room services; occasional advice and correspondences; the role of chief medical officer as appearing on the flyers but everything on volunteer basis as pro bono. 3) NUERA BENEFITS AGENCY INC. POSITION: Agent NATURE: Online sales of health insurances; IR; HRS 1; HRS 1; 06/01/2025; 3101 Park Blvd, Palo Alto CA 94306, United States, Online sales of health insurances. 4) HUMANITY DIGITAL LLC; General partner; Business consulting; Family home office LLC; Financial and tax planning; . IR; HRS 120; HRS 60; 09/27/2023; 3400 COTTAGE WAY, STE G2, SACRAMENTO CA 95825, United States; Scientific Director; General partner; Chief Financial Officer; Scientific Officer; Financial Advisor. 5) H & R BLOCK; Tax Specialist;Tax preparation and filing; NIR; HRS 8; HRS 2; 10/07/2024; 456 E El Camino Real, Sunnyvale CA 94087, United States; Seasonal tax specialist; Seasonal tax preparer; Individual income tax preparer, New tax preparer, New tax specialist. 6) PALO ALTO UNIFIED SCHOOL DISTRICT; High School Exam Proctor; The proctor of high school AP ; NIR; HRS 4; HRS 1; 05/05/2025; 780 Arastradero Rd, Palo Alto CA 94306, United States; Proctoring the students during exams. 7) SSA DISABILITY EXAMINER; Independent Medical Examiner; Examines disability status NIR; HRS 16; HRS 0; 05/24/2025; 4000 (3998) Indianola Ave,, Lifestyle Medical Solutions, Columbus OH 43214, United States; 8) ALTEA HEALTHCARE, SAME AOR Not investment, Physcian HRS 20 to 10, SKILLED NURSING FACILITY 9) NAME OF OTHER BUSINESS: SCHOENBRUNN HEALTHCARE INVESTMENT RELATED: NO ADDRESS : SAME AS AOR, HEALTHCARE 5/1/2026, CMO/Dr. Hrs. 10&5 MANAGE SKILLED NURSING FACILITY 10) NAME OF OTHER BUSINESS: STATE OF OHIO; INVESTMENT RELATED: NO; ADDRESS: 2641 AMBERWICK PL HILLIARD, OH 43026; NATURE OF BUSINESS: HEALTHCARE; START DATE: 3/18/2026; POSITION/TITLE/RELATIONSHIP: PHYSICIAN; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 10; BRIEF DESCRIPTION OF DUTIES: PROVIDE PRIMARY & URGENT CARE, MANAGE COMPLEX CASES WITH EFFICIENT CLINICAL DECISION MAKING;

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-22
• S63 Uniform Securities Agent State Law Examination
  2023-10-20

Designations

Other Names

• Robert Chen
• Robert Jeenchen Chen
• Robert Jeen-Chen Chen
• Jeen-Chen Chen