# Jessica Chen

> Jessica Chen is a fee-only financial advisor at Uprise in San Francisco, California. Jessica focuses on small business owners. Uprise reports charging hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Uprise
- **Based in:** San Francisco, California
- **Fee model (firm's Form ADV):** Hourly; Fixed fees
- **Specialties:** Small business owners
- **Works with:** Founders
- **CRD:** 5135012 (https://adviserinfo.sec.gov/individual/summary/5135012)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 65 (2022)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://uprise.us/

## Frequently asked questions

### Is Jessica Chen a fee-only financial advisor?

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

### How does Jessica charge for financial advice?

Jessica's firm, Uprise, reports charging hourly fees and fixed fees on its SEC Form ADV.

### Where is Jessica Chen based?

Jessica Chen is based in San Francisco, California.

### What does Jessica specialize in?

Jessica's specialties include small business owners. Jessica works with founders.

### Is Jessica Chen registered with the SEC?

Yes. Jessica Chen is registered as an investment adviser representative in NY (CRD 5135012), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How do I contact Jessica Chen?

Through Jessica's website, uprise.us.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5135012): 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://uprise.us/): 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.