Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Taurus Financial financial advisors in Jersey City, NJ

Every SEC-registered investment adviser representative at a Taurus Financial office in Jersey City, A to Z.

The short answer

3 registered advisors work at Taurus Financial in Jersey City, out of 3 at the firm nationwide; it ranks number 20 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.

Taurus Financial advisors in Jersey City, A to Z

Every Taurus Financial advisor →
  • Fuqi ChenAlso a broker rep
  • Yan SunChartered Financial Analyst · Also a broker rep
  • Yisha WangCertified Financial Planner · Also a broker rep

Taurus Financial advisors in every city and state →Taurus Financial: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Jersey City

All Jersey City advisors →

Lord, Abbett & Co. LLC 169Merrill Lynch, Pierce, Fenner & Smith Incorporated 51Morgan Stanley 25J.P. Morgan Securities LLC 22Managed Account Advisors LLC 22Schwab Wealth Advisory, Inc. 20Goldman Sachs Wealth Services, L.P. 16Charles Schwab & Co., Inc. 11Arete Wealth Advisors, LLC 10Strategic Advisers LLC 9Citigroup Global Markets Inc. 8Neuberger Berman Bd LLC 7

Questions

How many financial advisors does Taurus Financial have in Jersey City?

3 investment adviser representatives are registered at Taurus Financial offices in Jersey City, New Jersey, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.

Is Taurus Financial one of the largest advisor employers in Jersey City?

Taurus Financial ranks number 20 in Jersey City by registered advisors; Lord, Abbett & Co. LLC has the most, with 169.

How do I check a Taurus Financial advisor in Jersey City?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Taurus Financial office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.