# Jade Chien

> Jade Chien is a fee-only financial advisor at Zuckerman Capital Management in Los Angeles, California. Zuckerman Capital Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/jade-chien/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Zuckerman Capital Management
- **Based in:** Los Angeles, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Languages:** Mandarin
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $123.5M across 386 accounts
- **CRD:** 6914595 (https://adviserinfo.sec.gov/individual/summary/6914595)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2018)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.zuckermancapital.com

## Frequently asked questions

### Is Jade Chien a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jade holds no broker registration, and Zuckerman Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jade charge for financial advice?

Jade's firm, Zuckerman Capital Management, reports charging a percentage of assets on its SEC Form ADV.

### What languages does Jade work in?

Besides English, Zuckerman Capital Management offers service in Mandarin, according to its website.

### Where is Jade Chien based?

Jade Chien is based in Los Angeles, California.

### Is Jade Chien registered with the SEC?

Yes. Jade Chien is registered as an investment adviser representative in CA (CRD 6914595), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Zuckerman Capital Management manage?

Zuckerman Capital Management reports $123.5M across 386 accounts in assets under management.

### How do I contact Jade Chien?

Through Jade's website, www.zuckermancapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6914595): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://zuckermancapital.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.