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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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JC

Jack J. Chang

TAIBAY WEALTH MANAGEMENT LLC
Oakland, CA
Some features on this profile are disabled
CRD#: 4943665
JC

Professional summary

Jack Jui-lin Chang, CFP® is a registered financial advisor currently at TAIBAY WEALTH MANAGEMENT LLC located in Oakland, California.

Jack is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Jack has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Jui-lin Chang's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2008

Experience

Current

December 2, 2021 - Present

TAIBAY WEALTH MANAGEMENT LLC

RIA
CRD#: 316967
Oakland, CA
Past

March 1, 2019 - December 2, 2021

WOODBURY FINANCIAL SERVICES, INC.

RIA
CRD#: 421
OAKLAND, CA
Past

March 1, 2019 - December 2, 2021

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
OAKLAND, CA
Past

April 2, 2013 - March 1, 2019

QUESTAR ASSET MANAGEMENT, INC.

RIA
CRD#: 133358
SAN JOSE, CA
Past

April 1, 2013 - March 1, 2019

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
SAN JOSE, CA
Past

October 1, 2009 - April 2, 2013

WOODBURY FINANCIAL SERVICES, INC.

RIA
CRD#: 421
CUPERTINO, CA
Past

October 1, 2009 - April 2, 2013

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
CUPERTINO, CA
Past

May 13, 2005 - October 2, 2009

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
SAN FRANCISCO, CA
Past

April 22, 2005 - October 2, 2009

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SAN FRANCISCO, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(12/2/2021)
IAR
Massachusetts
(6/6/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/29/2005
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/20/2005
General Securities Representative Examination

Current Firm

TW
TAIBAY WEALTH MANAGEMENT LLC
TAIBAY WEALTH MANAGEMENT LLC

CRD#: 316967 / SEC#:

California
Registered Investment Advisory firm - (12/2/2021 Approved)
Massachusetts
Registered Investment Advisory firm - (6/6/2022 Approved)
Texas
Registered Investment Advisory firm - (10/20/2021 Conditional Restricted)
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Contact information

Main Address
Oakland, CA
Mailing Address
Phone number
(408) 355-3692
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts192
AUM (Assets Under Management)$ 49,667,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TAIBAY WEALTH MANAGEMENT LLC

CRD#: 316967Oakland, CA

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