Wei Han Jack Chang (CRD# 6121872) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Arcadia, CA and has over 11 years of experience in the finance industry. Wei Han 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# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jp Morgan Chase Bank, N.a. | Pasadena, CA | Jun 2019 - Current | 4 |
| Jp Morgan Securities, LLC | Pasadena, CA | Jun 2019 - Current | 4 |
| Fidelity Personal And Workplace Advisors | Pasadena, CA | Jul 2018 - Jun 2019 | < 1 |
| Fidelity Brokerage Services LLC | Pasadena, CA | Aug 2016 - Jun 2019 | 2 |
| Strategic Advisers LLC | Pasedena, CA | Aug 2016 - Jul 2018 | 1 |
| Morgan Stanley | Pasadena, CA | Aug 2015 - Jul 2016 | < 1 |
| Morgan Stanley Private Bank, National Association | Pasedena, CA | Aug 2015 - Jul 2016 | < 1 |
| Cetera Investment Advisers LLC | Pasadena, CA | Jul 2014 - Aug 2015 | 1 |
| Cetera Investment Services LLC | Pasadena, CA | Jul 2014 - Aug 2015 | 1 |
| East West Bank | Pasadena, CA | Jun 2014 - Aug 2015 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Encino, CA | Sep 2012 - May 2014 | 1 |
| Bank Of America, N.a. | Encino, CA | Sep 2012 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2013 |
- CA
- TX
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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