Jonathan Kae-chi Wang
CFP®Professional Summary
Jonathan Kae-chi Wang, CFP®, who also goes by Jonathan K Wang, is a registered financial advisor currently at WANG FINANCIAL, LLC located in Santa Barbara, California. Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Jonathan has worked at 2 firms.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jonathan K Wang
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
13 years in the financial services industry
Current & Past Employments
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Current Firm
BERGQUIST WANG, LLC | WANG FINANCIAL, LLC
Contact Information
Main Address
1114 State Street Suite 300, Santa Barbara, CA 93101Phone Number
(805) 568-5313# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
130AUM (Assets Under Management)
$70,157,796Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(4/19/2013)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Kae-chi Wang's CRS (Customer Relationship Summary).
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CURTIS ADVISORY GROUP, LLC
