Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Jinho Chang is a financial advisor with Cascadia Capital, LLC, registered with the state of Washington. Joseph Jinho Chang has been in the industry since 2018. Joseph Jinho Chang holds the Series 79, Series 79TO, and Series 63 licenses and the SIE exam. Prior to joining Cascadia Capital, LLC, Joseph Jinho Chang was a financial advisor at Lazard Frères & Co. LLC and Lazard Middle Market LLC in Charlotte, North Carolina, and Morgan Stanley & Co. LLC and Gleacher & Company Securities, Inc. in New York.
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.
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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2
WA
10/18/2023 - Present
Cascadia Capital, LLC (SEATTLE WA)
NC
03/31/2022 - 01/27/2023
LAZARD FRERES & CO. LLC (CHARLOTTE NC)
NC
02/12/2020 - 03/31/2022
LAZARD MIDDLE MARKET LLC (CHARLOTTE NC)
NY
05/26/2011 - 08/26/2013
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NY
01/19/2011 - 04/25/2011
GLEACHER & COMPANY SECURITIES, INC. (NEW YORK NY)
BC
Issued 03/14/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/15/2020
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2011
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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