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Jack C Yuen

EVERGREEN CAPITAL ASSOCIATES LLC·PLAINSBORO, New Jersey
SIE, Series 3, Series 7, Series 63Clean recordEVERGREEN CAPITAL ASSOCIATES LLC
101 MORGAN LANE, PLAINSBORO, NJ 08536CRD# 4841391Firm CRD# 312909

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jack C Yuen · PLAINSBORO, NJ
Registration
CRD #4841391 · EVERGREEN CAPITAL ASSOCIATES LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
EVERGREEN CAPITAL ASSOCIATES LLC
CRD 312909 · SEC 801-128686
AUM
$205M
Regulatory assets under management
Employees
34
8 client accounts
Services offered by EVERGREEN CAPITAL ASSOCIATES LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at EVERGREEN CAPITAL ASSOCIATES LLC →
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04

Frequently Asked Questions

What services does Jack C Yuen offer?
Jack C Yuen specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PLAINSBORO, New Jersey for a consultation.
What are Jack C Yuen's credentials?
Jack C Yuen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jack C Yuen located?
Jack C Yuen is based in PLAINSBORO, New Jersey, working with EVERGREEN CAPITAL ASSOCIATES LLC. Their office serves clients in the PLAINSBORO metropolitan area and surrounding communities.
How does Jack C Yuen charge for services?
Jack C Yuen's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EVERGREEN CAPITAL ASSOCIATES LLC?
EVERGREEN CAPITAL ASSOCIATES LLC has approximately 34 employees and manages $205M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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