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Jack Jui-lin Chang

Taibay Wealth Management LLC

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About Jack Jui-lin Chang

Jack Jui-lin Chang is a financial advisor with over 16 years of experience in the financial services industry. Currently, Jack is registered with Taibay Wealth Management LLC, a firm that provides financial planning and portfolio management services to individuals and high-net-worth individuals. Jack previously worked at Woodbury Financial Services, Inc. and Questor Capital Corporation. Jack holds the Series 7 and Series 66 licenses and is a Certified Financial Planner. Jack is also licensed to provide insurance services and has been doing so since 2015. Jack is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Jack Chang is currently registered with Taibay Wealth Management LLC. Taibay Wealth Management LLC is an investment advisor registered with the SEC. They manage approximately $42,406,000 in assets for 176 clients. The firm provides financial planning and portfolio management services to individuals, with a focus on high-net-worth individuals.

$42.41M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jack Chang’s Registration & Firm History

CA

06/06/2022 - Present

Taibay Wealth Management LLC (OAKLAND CA)

CA

03/01/2019 - 12/02/2021

WOODBURY FINANCIAL SERVICES, INC. (OAKLAND CA)

CA

04/01/2013 - 03/01/2019

QUESTAR CAPITAL CORPORATION (SAN JOSE CA)

CA

10/01/2009 - 04/02/2013

WOODBURY FINANCIAL SERVICES, INC. (CUPERTINO CA)

CA

04/22/2005 - 10/02/2009

MML INVESTORS SERVICES, INC. (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 04/29/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/20/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jack Jui-lin Chang.
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