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John Chang

Bedell Frazier Investment Counselling, LLC

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About John Chang

John Chang is a registered Investment Advisor Representative in California. John works for Bedell Frazier Investment Counselling, LLC, a firm based in Walnut Creek, CA. John previously worked for Stifel, Nicolaus & Company, Incorporated, Thomas Weisel Partners LLC, Wachovia Securities, LLC and Prudential Securities Incorporated. John has been in the industry since 2002. John has passed the Series 66, Series 7, and Series 65 exams.

Firm Information

John Chang is currently registered with Bedell Frazier Investment Counselling, LLC. Bedell Frazier Investment Counselling, LLC is an investment advisory firm based in Walnut Creek, California. They provide financial planning, pension consulting, and portfolio management services for individuals, businesses, and charitable organizations. They have over $722 million in assets under management, serving approximately 1,749 clients.
Bedell Frazier Investment Counselling, LLC

200 PRINGLE AVENUE

WALNUT CREEK, CA 94596

$722.34M

Assets Under Management

Not reported

Total Clients

9

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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John Chang’s Registration & Firm History

CA

12/13/2022 - Present

Bedell Frazier Investment Counselling, LLC (WALNUT CREEK CA)

CA

03/01/2012 - 04/16/2012

STIFEL, NICOLAUS & COMPANY, INCORPORATED (SAN FRANCISCO CA)

CA

06/01/2007 - 03/01/2012

THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)

CA

07/01/2003 - 06/06/2007

WACHOVIA SECURITIES, LLC (SAN FRANCISCO CA)

NY

08/08/2002 - 07/01/2003

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/12/2022

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 01/17/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/30/2019

SIE - Securities Industry Essentials Examination

BC

Issued 08/07/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Chang.
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