Kevin Chang, financial advisor Chamblee GA
89 score

Kevin Chang

CRD Number: 6120877
Current Firm: J.p. Morgan Securities LLC

Kevin Chang (CRD# 6120877) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Chamblee, GA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Securities LLC Chamblee, GA Apr 2014 - Current 2
Jp Morgan Chase Bank Chamblee, GA Apr 2014 - Current 2
Night Vision Atlanta Atlanta, GA Jul 2011 - Current 5
Various Insurance Carriers For W&r Insurance Agencies Atlanta, GA Jul 2013 - Mar 2014 < 1
Waddell & Reed, Inc. Atlanta, GA Sep 2012 - Mar 2014 1
Unemployed Lilburn, GA May 2012 - Aug 2012 < 1
Georgia State University Atlanta, GA Jun 2001 - May 2012 10
Bistro Niko Atlanta, GA Aug 2011 - Mar 2012 < 1
Spice Brick Oven Kitchen Tapas And Bar Alpharetta, GA Apr 2011 - Aug 2011 < 1
Ihop Suwanee, GA Jan 2010 - Jan 2011 1
Publix Johns Creek, GA Jan 2008 - Jan 2010 2
Super H Mart Johns Creek, GA May 2007 - Aug 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Kevin G. Chang
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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