JC
JC
John Cheang
32 Years of Experience
Scottsdale, AZ
1 DisclosureBroker
John Cheang is a registered investment advisor at Wells Fargo Advisors, based in Scottsdale, AZ, with 32 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
18700 N Hayden Rd Ste 525, Scottsdale, AZ, 85255
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2020Closed-No Action
Other Business Activities
John owns 100% of Infinity Direct Inc. and receives residual trail commissions. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Wells Fargo Advisors
November 2023 - Present · 2 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
November 2023 - Present · 2 yrs 10 mos
Previous Registrations
Ameriprise Financial Services, LLC
October 2015 - November 2023 · 8 yrs 1 mo
Ameriprise Financial Services, LLCBroker
October 2015 - November 2023 · 8 yrs 1 mo
First Allied Advisory Services, INC.
February 2014 - October 2015 · 1 yr 8 mos
First Allied Securities, INC.Broker
January 2014 - October 2015 · 1 yr 9 mos
Cetera Advisors LLC
March 2006 - February 2014 · 7 yrs 11 mos
Cetera Advisors LLCBroker
March 2006 - February 2014 · 7 yrs 11 mos
Questar Asset Management, INC.
August 2005 - March 2006 · 7 mos
Questar Capital CorporationBroker
November 2004 - March 2006 · 1 yr 4 mos
Scottsdale Capital Advisors CORPBroker
July 2003 - March 2004 · 8 mos
Hartford Equity Sales Company INC.Broker
July 1999 - June 2003 · 3 yrs 11 mos
Equity Services, INC.Broker
April 1998 - June 1999 · 1 yr 2 mos
Princor Financial Services CorporationBroker
July 1993 - September 1997 · 4 yrs 2 mos
MML Investors Services, INC.Broker
April 1992 - June 1993 · 1 yr 2 mos
Metlife Securities INC.Broker
February 1992 - April 1992 · 2 mos
Metropolitan Life Insurance CompanyBroker
February 1992 - April 1992 · 2 mos
State Registrations28 states
AZCACOFLGAIDILINKSMIMNMSNCNENJNMNVNYORPARISCTNTXUTVAWAWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.