Jack Chang (CRD# 4943665) is an Investment Advisor Representative working at Taibay Wealth Management LLC in Oakland, CA and has over 18 years of experience in the finance industry. Jack Chang has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3262592
Captrust
CRD# 4105009
Lowery Thomas, LLC
CRD# 1245314
Wealth & Tax Planners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Taibay Wealth Management LLC | Oakland, CA | Sep 2021 - Current | 2 |
| Woodbury Financial Services, Inc. | San Jose, CA | Mar 2019 - Current | 5 |
| Questar Capital Corporation | Minneapolis, MN | Apr 2013 - Mar 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2005 |
- CA
- MA
-
Total Assets Under Management42MILLIONS
-
Total Number of Accounts176ACCOUNTS
-
Average Account Value$240,943
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, MA, TX
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