Jeffery Chang, financial advisor Mclean VA

Jeffery Chang

CRD Number: 5034993
Current Firm: Cboe Vest Financial LLC

Jeffery Chang (CRD# 5034993) is an Investment Advisor Representative working at Cboe Vest Financial LLC in Mclean, VA and has over 9 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
First Dominion Capital Corp. Richmond, VA Sep 2016 - Current 4
Vest Financial LLC Mclean, VA May 2012 - Current 8
Matrix Capital Group, Inc. New York, NY Aug 2012 - Oct 2014 2
Profunds Distributors, Inc. Bethesda, MD Sep 2011 - May 2012 < 1
Fbr Capital Markets Arlington, VA Jan 2007 - Aug 2011 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2011
Contact Info for Jeffery Y. Chang
Phone Number: 855-979-6060
Firm Website: http://www.cboevest.com
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    1,114
    MILLIONS
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $79,566,449
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
Types of Clients
Registered States

VA

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