Unclaimed
Bridgette Chang is a registered representative with J.p. Morgan Securities LLC, with a branch office located in Palo Alto, CA. Bridgette has been in the industry for a short time, and has a Series 63 and a Series 7TO licenses. Bridgette has a previous employment history at Fidelity Brokerage Services LLC in Mountain View, CA. Bridgette's areas of specialization include stocks, bonds, mutual funds, variable annuities, and ETFs. Bridgette is a representative of J.p. Morgan Securities LLC and is registered with FINRA and the state of California.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
07/12/2024 - Present
J.p. Morgan Securities LLC (PALO ALTO CA)
CA
10/23/2023 - 02/13/2024
FIDELITY BROKERAGE SERVICES LLC (MOUNTAIN VIEW CA)
BC
Issued 07/26/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/28/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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