JIE SHEN, CFA

Overview

Jie Shen, CFA operates as a sole proprietorship that provides fee-based advisory services. The business is owned and managed by Jie Shen, CFA and is classified in the source data as "Unclassified." The adviser lists its primary activities as financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. The firm reports a percentage-of-AUM fee model, is not marked as an active ESG investor, and is not registered as a multi-state adviser. It also is not identified as a capital allocator, pension consultant, or related adviser in the available record. The SEC registration year is not provided.

Assets & Accounts