Zhe Feng Zhang
Professional summary
Zhe Feng Zhang, CFA, who also goes by Owen Zhang, is a registered financial advisor currently at OZ WEALTH MANAGEMENT LLC located in Irvine, California.
Zhe Feng is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Zhe Feng has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Zhe Feng Zhang's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 25, 2020 - Present
OZ WEALTH MANAGEMENT LLC
Office #1: 530 Technology Drive Suite 100, Irvine, CA 92618January 10, 2020 - August 4, 2020
PROSPERITY WEALTH MANAGEMENT, INC.
January 30, 2015 - November 29, 2019
EDWARD JONES
November 17, 2014 - November 29, 2019
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/25/2020)
Exams
Current Firm
OZ WEALTH MANAGEMENT LLC
CRD#: 307303 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 90 |
| AUM (Assets Under Management) | $ 38,000,000 |
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.
