Jerry Chin Enrolled Agent (EA)
Based in Austin, Jerry manages tax engagements and coordinates planning, return preparation, and client support across federal and multistate matters.
Ways to Connect
Jerry is a Tax Manager at Mission Wealth. He helps the tax and Wealth Strategy department develop and implement effective tax solutions for clients across the country. His extensive experience and knowledge in tax planning help clients achieve their financial goals.
I love to get to know my clients on a personal and professional level through meetings, conversations, and events. I believe this connection leads to better tax results for clients. Focusing on the wellbeing of the client is my number one priority in all client engagements.
Professional Background
Jerry Chin has over a decade of experience as an Enrolled Agent (EA), specializing in tax preparation, tax reviews, planning, and representation services. Jerry has applied his tax expertise in emerging industries like cryptocurrencies, cannabis, and last-mile logistics. Throughout his tax career, he has focused on understanding his clients’ specific tax situations and applying the tax laws for their maximum benefit.
Personal Pursuits
Jerry loves the outdoors and living a healthy lifestyle. Fishing, running, and improving psychological well-being are his passions and pursuits.
Community Impact
As a former Army Infantryman, Jerry cares about the well-being of all who have served this nation. From organizing fun events for military veterans to enjoy life outside of the uniform to providing tax help to military families, Jerry is always looking for opportunities to connect with and give back to the military community.
Connect with us
Here’s how the first steps work:
- 1 Select the type of inquiry
- 2 Tell us what you’d like to discuss
- 3 We’ll connect you with the right person or team
Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor