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RIA / WealthAdvisor11 years in industry

Jia H Chen

Advisor at MCADAM LLC

West Warwick, RI | RADNOR, PA

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Search this name across graphsid dfx:ria:3899e2f9-31b3-768e-b497-33804f6d27ea

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Feb 12, 2019 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MCADAM LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Feb 12, 2019
First registration: Feb 12, 2019
Dual registered: no
IAPD individual key: 7062499

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MCADAM LLC	Independent wealth	Jul 2, 2026	n/a	yes	RADNOR, PA\|West Warwick, RI	Current employment
AE WEALTH MANAGEMENT, LLC	Bd affiliated wealth	Apr 14, 2025	Jun 16, 2026	no	Warwick, RI	Previous registration
TLG ADVISORS, INC.	Bd affiliated wealth	Apr 22, 2022	Apr 12, 2024	no	SUMMIT, NJ\|San Francisco, CA	Previous registration
JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC	Bd affiliated wealth	Sep 17, 2019	Jun 7, 2021	no	BOSTON, MA	Previous registration
GOLDMAN SACHS WEALTH SERVICES, L.P.	Bd affiliated wealth	Feb 12, 2019	Jun 13, 2019	no	ALBANY, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AE WEALTH MANAGEMENT, LLC	MCADAM LLC	Jun 16, 2026	Jul 2, 2026	16	Firm change	Ibd to RIA
TLG ADVISORS, INC.	AE WEALTH MANAGEMENT, LLC	Apr 12, 2024	Apr 14, 2025	367	Firm change	Ibd to ibd
JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC	TLG ADVISORS, INC.	Jun 7, 2021	Apr 22, 2022	319	Firm change	Ibd to ibd
GOLDMAN SACHS WEALTH SERVICES, L.P.	JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC	Jun 13, 2019	Sep 17, 2019	96	Firm change	Ibd to ibd

Relationships

Registered with (5)

→ MCADAM LLCRegistered adviserregistration: current employment
Jul 2, 2026 to presentfactForm ADV
→ AE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 14, 2025 to Jun 16, 2026factForm ADV
→ TLG ADVISORS, INC.Registered adviserregistration: previous registration
Apr 22, 2022 to Apr 12, 2024factForm ADV
→ JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Sep 17, 2019 to Jun 7, 2021factForm ADV
→ GOLDMAN SACHS WEALTH SERVICES, L.P.Registered adviserregistration: previous registration
Feb 12, 2019 to Jun 13, 2019factForm ADV

Dated events

Occurred
Jun 16, 2026
Advisor changed firm
Jia H Chen left Ae Wealth Management, Llc for Mcadam Llc (registered 2026-07-02)
Form ADVobserved 5 days ago
Occurred
Apr 12, 2024
Advisor changed firm
Jia H Chen left Tlg Advisors, Inc. for Ae Wealth Management, Llc (registered 2025-04-14)
Form ADVobserved 5 days ago