Annie Ju-Yin Chen
Investment Adviser Representative at PURE Financial Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Annie Ju-Yin Chen is an investment adviser representative with PURE Financial Advisors, LLC in Brea, CA, where they have been registered since 2020. They have worked in the securities industry since 2015 and have been registered with 3 firms, including Westmount Asset Management, LLC and Falcon Wealth Planning, Inc. They are registered to provide investment advice in California and Texas.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Westmount Asset ManagementOct 2011 – Jan 2019Los Angeles, CA
- Falcon Wealth PlanningMar 2019 – Nov 2019Ontario, CA
- PURE Financial Advisors, LLCFeb 2020 – Oct 2025San Diego, CA
- PURE Financial Advisors, LLCOct 2025 – no end date reportedBrea, CA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About PURE Financial Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 86
- Offices listed on AdvisorFinder:
- 9
- Main office:
- San Diego, CA
- SEC file number:
- 801-70137
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 29, 2026
View full firm profileOther advisors at PURE Financial Advisors, LLC
Showing 12 of 86 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Annie Ju-Yin Chen has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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