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.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
Explore more public profiles from related professionals.
Discover additional public profiles from our index.
Looking for someone else? Search here for anyone.