Jeffery Chang is a CFA-designated registered investment advisor, based in Marina Del Rey, CA, with 14 years of industry experience.
Location
Marina Del Rey, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffery is the President and CFO of Vest Financial LLC, an investment advisory firm, dedicating full-time hours to this role. He also works about 10-20% of his time as an instructor for Becker Professional Education and Kaplan Schweser, teaching CPA and CFA review courses respectively.
Employment History
Current Registrations
Vest Securities, LLC
Vest Securities, LLCBroker
Vest Financial LLC
Previous Registrations
First Dominion Capital CORP.Broker
Matrix Capital Group, INC.Broker
Profunds Distributors, INC.Broker
Fbr Capital Markets & CO.Broker
State Registrations2 states
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