Jeffrey Chang
Jeffrey Chang is a registered investment advisor at Cetera Investment Advisers LLC, based in Honolulu, HI, with 28 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1188 Bishop Street, Century Square Ste 2112, Honolulu, HI, 96813
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is an independent insurance agent since 1995 and sells fixed index annuities and other insurance products through Avantax Insurance Agency/Services. He also owns rental property, is president of an accounting firm (taking about a quarter of his time), and serves as a trustee for the United Chinese Society of Hawaii and on the board for AOAO Century Square.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations5 states
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