JC
JC

Jung Fang Chang

30 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
1,402 clients
Average Client Portfolio
$473K average
Assets Under Management
$663.0M

Fee Structure

Minimum Investment:$5K
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Location

Palo Alto, CA

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jung owns a tax preparation and accounting service since 1996. Jung spends a few hours per week on this, with minimal time during trading hours.

Employment History
Current Registrations
Andrew Garrett, INC.
June 2017 - Present · 8 yrs 8 mos
Andrew Garrett INC.
August 2008 - Present · 17 yrs 6 mos
Andrew Garrett INC.Broker
August 2008 - Present · 17 yrs 6 mos
Previous Registrations
The Concord Equity Group, LLCBroker
May 1998 - August 2008 · 10 yrs 3 mos
Emissary Financial Group, INC.Broker
March 1998 - August 1998 · 5 mos
Money Concepts Capital CORPBroker
November 1995 - March 1998 · 2 yrs 4 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.