Jeremy Chang (CRD# 6603594) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in San Marino, CA and has over 7 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Plymouth, MN | Jun 2021 - Current | 2 |
| Wealth Enhancement Group | Plymouth, MN | Jun 2021 - Current | 2 |
| Pillar Pacific Capital Management, LLC | San Marino, CA | Jan 2016 - Jun 2021 | 5 |
| Pillar Pacific Capital Management, LLC | San Marino, CA | Jul 2015 - Jan 2016 | < 1 |
| Eewc, Inc. | South Pasadena, CA | Sep 2014 - Jul 2015 | < 1 |
| Usaf | Buckley Afb, CO | May 2007 - Sep 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2016 |
- CA
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Total Assets Under Management72,025MILLIONS
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Total Number of Accounts154,394ACCOUNTS
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Average Account Value$466,499
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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