← Back to search
JIE SHEN, CFA
SHEN, JIE
CRD 289865
4546 EL CAMINO REAL B10 #765, LOS ALTOS, CA, 94022, United States
Phone
6505398919
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$0
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Sole Proprietorship
Filing date
2026-05-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Official SEC filing: View on IAPD