JIE Shen, Cfa

Overview

JIE Shen, Cfa operates as a sole proprietorship providing fee-based advisory services charged as a percentage of assets under management. The practice focuses on financial planning, portfolio management for individuals and small businesses, and delivering educational seminars or workshops. The adviser is an individual owner and is categorized as unclassified in the available data. The firm is not identified as an active ESG investor, does not act as a capital allocator, is not a multi-state adviser, and is not listed as a pension consultant or related adviser. The adviser is also not flagged as newly formed.

Assets & Accounts

Location & Offices