JC
Jeff Chen Yu Fang
CRD 4546975
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Aqua Capital Advisors Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Aqua Capital Advisors Llc
Trustee · 50% – 75% · Aug 2024
-
Aqua Capital Advisors Llc
Managing Member & Chief Compliance Officer · Less than 5% · Aug 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗