Jeffery Y. Chang
Professional summary
Jeffery Yi-bing Chang, who also goes by Jeffery Yibing Chang, is a registered financial advisor currently at VEST FINANCIAL LLC located in Marina Del Rey, California and VEST SECURITIES, LLC located in Mclean, Virginia.
Jeffery is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Jeffery has worked at 6 firms and has passed the Series 63, Series 99TO, Series 3, SIE, Series 7, Series 4 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffery Yi-bing Chang's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 30, 2014 - Present
VEST FINANCIAL LLC
May 23, 2022 - Present
VEST SECURITIES, LLC
Office #1: 8350 Broad Street Suite 240, Mclean, VA 22102September 23, 2016 - June 30, 2022
FIRST DOMINION CAPITAL CORP.
August 29, 2012 - October 17, 2014
MATRIX CAPITAL GROUP, INC.
September 1, 2011 - May 17, 2012
PROFUNDS DISTRIBUTORS, INC.
March 10, 2011 - August 19, 2011
B. RILEY SECURITIES, INC.
Primary Firm SEC Registration
VEST FINANCIAL LLC
CRD#: 165976 / SEC#: 801-77463
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/21/2022)
(9/11/2024)
(10/30/2014)
(7/6/2022)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
VEST FINANCIAL LLC
CRD#: 165976 / SEC#: 801-77463
Contact information
SEC notice filing (50 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 145 |
| AUM (Assets Under Management) | $ 39,304,330,239 |
Red Flags
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