JN
James Nguyen
from Chevy Chase Trust Company
James Nguyen is a financial advisor based in Maryland, Bethesda,
with 16 years of experience. James currently works for
Chevy Chase Trust Company.
James maintains a S65 license (Uniform Investment Adviser Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please
complete our convenient online form to find a tailored advisor perfectly suited to your needs.
James Nguyen works at Chevy Chase Trust Company
Chevy Chase Trust Company is a financial advisory firm based in Bethesda, Maryland. It currently has approximately $32,026,434,099 of assets under management and employs about 103 people. Chevy Chase Trust Company uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
1 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
7501 Wisconsin Avenue, 15th Floor, Bethesda, Maryland, 20814
Advisor can help with
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting