jason chen | Wealth Management Banker | Millbrae, CA | U.S. Bancorp Wealth Management

wealth management banker in Millbrae jason chen

Wealth Management Banker
U.S. Bank

650.697.7216

Primary office
475 El Camino Real
Millbrae, CA 94030

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For general account support, call 888-330-6918
ABOUT ME

 

It is my pleasure to serve the financial needs of people in Millbrae, San Francisco, and San Carlos. My experience in the financial industry started in 2011 and I became a Wealth Management Banker in 2022. I hold a Bachelor of Arts in finance from California State University Fullerton. I am fluent in Mandarin. NMLS# 791539.

I want to make managing your finances as easy as possible for you. As your Wealth Management Banker, I will partner with an investment professional to bring you a holistic approach to financial management. We will collaborate to understand your financial situation and propose personalized strategies to help you work toward your financial goals.

In my free time, I enjoy weekends filled with activities such as biking, running, and multi-day backpacking trips.

Area of focus

Premium banking services

Home mortgages

Home equity line of credit

Secured and unsecured lines of credit and loans

Savings and cash management

Financing strategies

Commercial real estate loans

My Offices

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About Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated wealth professional, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.