JIE SHEN, CFA

JIE SHEN, CFA of LOS ALTOS, CA is an SEC-registered investment adviser (CRD 289865).

Registration

• CRD: 289865
• Type: Registered investment adviser
• Location: 4546 EL CAMINO REAL B10 #765, LOS ALTOS, CA, 94022
• Phone: 6505398919
• Latest filing: 2026-05-13
• Clients: 1

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289865 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search