Jessica Chen
Uprise · San Francisco, California
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.
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Specialties
Who they serve
- Founders
Facts
| Firm | Uprise |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| SEC registration | Investment adviser representative in NY · CRD 5135012 |
| Exams passed | Series 65 (2022) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | uprise.us |
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Questions about Jessica
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Uprise website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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