Yoon Chang (CRD# 4148017) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fullerton, CA and has over 23 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 5781614
Awm Capital, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.p. Morgan Securities, LLC | Palos Verdes, CA | Apr 2019 - Current | 5 |
| Jpmorgan Chase Bank, N.a. | Palos Verdes, CA | Apr 2019 - Current | 5 |
| Unemployed | Fullerton, CA | Sep 2018 - Apr 2019 | < 1 |
| Bank Of America, N.a. | West Covina, CA | Jul 2016 - Aug 2018 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | West Covina, CA | Jul 2016 - Aug 2018 | 2 |
| Unemployed | Fullerton, CA | Apr 2016 - Jul 2016 | < 1 |
| Securities America, Inc. | Los Angeles, CA | Feb 2015 - Apr 2016 | 1 |
| Securities America Advisors, Inc. | Los Angeles, CA | Feb 2015 - Apr 2016 | 1 |
| Mass Mutual Life Insurance Company | Beverly Hills, CA | Dec 2012 - Jan 2015 | 2 |
| Mml Investor Services, LLC | Beverly Hills, CA | Dec 2012 - Jan 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2000 |
- CA
- TX
-
Total Assets Under Management249,731MILLIONS
-
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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV, WY
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