Wen Jie Lin-Ham has been an investment adviser representative at Brewster Financial Planning since April 2021, and is not listed among the firm’s executive officers or direct owners. Wen Jie Lin-Ham holds a B.A. in Computer Science from the University of Rochester.
Brewster Financial Planning LLC is a Brooklyn, NY firm with $240M under management, 119 clients and 3 advisers in one office, as of its March 2026 filing.
Wen Jie (Jackie) Lin-Ham is an Associate of Brewster Financial Planning LLC. She joined the firm in 2008 after starting as an associate at Eldridge Financial Planning LLC. In addition to her financial planning responsibilities, she oversees the operation of the firm and trains new financial advisors.
- – present · 5 yearsBrooklyn, NY · Adviser representative · Firm CRD 125291
Professional designations
Listed by Brewster Financial Planning
- CFP®
- EA
Investment adviser representative registrations
Wen Jie Lin-Ham is registered as an investment adviser representative in New York, since April 2021.
- New YorkSince 9 April 2021
Examinations
No examinations are on Wen Jie Lin-Ham’s record.
- CRD
- 7347884
- Firm
- Brewster Financial Planning · CRD 125291
- Office
- 641 PRESIDENT STREET, SUITE 106, Brooklyn, NY 11215
- Registration
- Investment adviser registration
- In the industry since
- April 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- brewsterfp.com
Where does Wen Jie Lin-Ham work?
Wen Jie Lin-Ham is an investment adviser representative registered through Brewster Financial Planning LLC since April 2021, and is not listed among the firm’s executive officers or direct owners.
Is Wen Jie Lin-Ham a financial advisor?
Yes. Wen Jie Lin-Ham has a current investment-adviser registration in New York, through Brewster Financial Planning since April 2021.
How many years of experience does Wen Jie Lin-Ham have?
Wen Jie Lin-Ham has 5 years in the financial industry, since April 2021, across 1 adviser firm.
Where is Wen Jie Lin-Ham based?
Wen Jie Lin-Ham’s registered office is in Brooklyn, NY.
Is Wen Jie Lin-Ham registered with FINRA?
No. Wen Jie Lin-Ham has no current broker registration.
Is Wen Jie Lin-Ham a CFP?
Brewster Financial Planning lists Wen Jie Lin-Ham with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Wen Jie Lin-Ham’s record?
Search CRD 7347884 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Wen Jie Lin-Ham’s full registration record.
