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Jacob Chen

Financial Advisor


Direct: 585.340.2238

FINRA's BrokerCheck

Always Advocating

Jacob Chen is a dedicated financial advisor at Brighton Securities, specializing in personalized financial planning and portfolio management. With a client-centric approach, Jacob believes that understanding each client's unique situation, needs, and objectives is the cornerstone of effective wealth management. By offering tailored guidance, he helps his clients navigate their financial journeys towards achieving their goals and securing their financial futures.

Jacob's commitment to delivering exceptional client service sets him apart in the financial advisory field. He excels in breaking down complex financial strategies into clear, understandable concepts, fostering trust and building lasting relationships with his clients. Whether it's through email, a phone call, or an in-person meeting, Jacob is always available to provide timely and insightful advice when his clients need it the most.

A Rochester native, Jacob brings a strong academic foundation to his role. He graduated from New York University with a bachelor's degree in mathematics and economics. This robust educational background underpins his expertise in developing comprehensive financial strategies that align with his clients' long-term objectives.

Outside of his professional responsibilities, Jacob is a National Chess Master, passionately involved in coaching. He has played a pivotal role in mentoring students in prestigious public-school programs, fostering the next generation of chess enthusiasts. When he's not advising his clients or coaching chess, Jacob enjoys spending his time playing golf, staying fit, and cherishing moments with his friends and family.

Choosing Jacob Chen as your financial advisor means partnering with someone who genuinely listens to your needs and customizes his advice to fit your individual circumstances. With his deep commitment to client service, extensive knowledge, and approachable nature, Jacob is dedicated to guiding you through every step of your financial journey.

Support Team

Tracy Cronk Julie Gullo

Julie Gullo

Senior Client Service Associate


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