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Jung Fang Chang

Andrew Garrett Inc.

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About Jung Fang Chang

Jung Chang is a financial advisor currently registered with Andrew Garrett Inc. Jung Chang has been working in the financial industry since 1995 and holds Series 6, 7, 63, 65 and 66 licenses. Jung Chang is also a registered representative with FINRA and has been a registered investment advisor in the state of California since 2017. Jung Chang's work with Andrew Garrett Inc. includes financial planning and portfolio management for individuals.

Firm Information

Jung Chang is currently registered with Andrew Garrett Inc.. Andrew Garrett Inc. is a corporation registered with the SEC and in all 50 states, as well as Puerto Rico. Formed in 2006, the firm provides financial planning, selection of other advisors, and portfolio management for individuals. They have a wrap fee program and specialize in serving high-net-worth individuals and other individuals. The firm has over 470 million in regulatory assets under management and manages over 1,100 accounts.
Andrew Garrett Inc.

52 VANDERBILT AVE

NEW YORK, NY 10017

$470.14M

Assets Under Management

1,161

Total Clients

21

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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selection of other advisors

Helps you choose top advisors aligned with your financial 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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Jung Chang’s Registration & Firm History

CA

06/14/2017 - Present

Andrew Garrett Inc. (PALO ALTO CA)

NJ

05/20/1998 - 08/18/2008

THE CONCORD EQUITY GROUP, LLC (ISELIN NJ)

OH

03/31/1998 - 08/12/1998

EMISSARY FINANCIAL GROUP, INC. (MENTOR OH)

FL

11/08/1995 - 03/17/1998

MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)

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Licenses & Designations

BOTH

Issued 05/22/2017

Series 66 - Uniform Combined State Law Examination

IA

Issued 10/06/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/07/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/06/1996

Series 7 - General Securities Representative Examination

BC

Issued 11/07/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jung Fang Chang.
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