Ivan Chen

Commander
DISC Type : D

Financial Advisor at Edward Jones

Ojai, California, United States

Overview

Ivan Chen is a financial services professional with over 15 years of experience at Fortune 500 companies like JPMorgan Chase and as a startup CFO. Now a Financial Advisor with Edward Jones in Ojai, he is fluent in Mandarin Chinese and holds FINRA Series 7 and 66 licenses.

Outside of finance, Ivan co-founded Wild Qi, an integrative health and wellness clinic in Ojai, with his wife. He is a husband and father who is passionate about his local community, having served as the Treasurer for the Ojai Valley Democratic Club.

Unique fact: Ivan founded a pandemic-era biosecurity company that employed over 100 staff on the Navajo Nation.

Personality Overview

Decisive

Very Quick

Candid & Clear

They prefer to move quickly, and expect the same from others.  They do not care very much about building rapport or relationships. They respond better to strong and respectful interactions.

Topics They Care About

Integrative Wellness
Co-founded Wild Qi, an integrative health and wellness clinic and community in Ojai, CA, with his wife.
Principled Investing
Publicly states a commitment to not selling "bad products" and proudly notes he never sold Whole Life insurance, emphasizing a client-first ethical stance.
Small Business Operations
As a startup CFO, he has hands-on experience with G/L accounting, payroll, internal controls, and even janitorial duties, showing a deep understanding of business ownership.

Media Appearances

Ivan Chen, Financial Advisor | Edward Jones. Featured in Edward Jones

See Now

Work History

4-2025
Financial Advisor at Edward Jones
4-2025
Chief Financial Officer at Wild Qi
5-2024 - 4-2025
Private Client Banker at JPMorganChase
11-2023 - 4-2024
Wealth Management Advisor at Northwestern Mutual
3-2023 - 11-2023
First Line of Defense, Credit Risk Data Lead at City National Bank

Education

2003 - 2007
Bachelor of Arts (B.A.) from UC Irvine
2013 - 2015
Certificate from UCLA

More Information

Social Presence :

Prographics :

Exp : 5 Location : Ojai, California, United States Job Level : Leadership Designation : Financial Advisor at Edward Jones
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Insights For Selling To Ivan

During A Call Or A Meeting

DO's

  • Refer to testimonials from well-known industry leaders
  • Objectively showcase the impact that your product creates
  • When negotiating terms, help them build an impression that they are the ones calling the shots

DONT's

  • Do not back off when challenged, respond with a confident, objective answer instead
  • Avoid being a storyteller and don’t try to oversell
  • Avoid being too verbose

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ivan is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Ivan

  • If they decide not to use your product, they will say no clearly.

Insights For Deal Planning

    How fast (or slow) will Ivan move?

  • If convinced, they can reach decisions quite fast.
  • Can Ivan take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Ivan

Personality Compatibility


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