Jennifer Chuang, financial advisor Watkinsville GA
65 score

Jennifer Chuang

CRD Number: 6021003
Current Firm: Stadion Money Management, LLC

Jennifer Chuang (CRD# 6021003) is an Investment Advisor Representative working at Stadion Money Management, LLC in Watkinsville, GA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Alps Distributors Inc. Denver, CO Dec 2013 - Current 3
Stadion Money Management Dallas, TX Dec 2013 - Current 3
Aeroglobal LLC Dallas, TX Apr 2013 - Dec 2013 < 1
San Antonio Capital Management, LLC San Antonio, TX Aug 2013 - Nov 2013 < 1
Capital Conceptions Dallas, TX Mar 2013 - Jul 2013 < 1
Morgan Stanley Plano, TX Apr 2012 - Feb 2013 < 1
Unemployed Plano, TX Jan 2012 - Apr 2012 < 1
Diodes Incorporated Plano, TX Nov 2010 - Jan 2012 1
Unemployed Plano, TX Nov 2007 - Nov 2010 3
Bessemer Trust Los Angeles, CA Sep 2005 - Nov 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jennifer T. Chuang
Phone Number: 706-583-5144
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    3,736
    MILLIONS
  • Total Number of Accounts
    104,029
    ACCOUNTS
  • Average Account Value
    $35,918
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
65

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