Unclaimed
Reuel Chang is a financial advisor with J.P. Morgan Securities LLC. Reuel has been in the financial services industry since 2003. Reuel is registered with the state of California and Texas. Reuel's firm, J.P. Morgan Securities LLC, is a registered broker-dealer and investment advisor. J.P. Morgan Securities LLC is a large firm with over $50 billion in assets under management. The firm provides a wide range of financial services to individuals, businesses, and institutions. Reuel has experience in financial planning, portfolio management, and retirement planning. Reuel is committed to providing clients with personalized financial advice to help them achieve their financial goals.
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
11/03/2022 - Present
J.p. Morgan Securities LLC (NEWPORT BEACH CA)
CA
02/26/2018 - 09/11/2019
TD AMERITRADE, INC. (NEWPORT BEACH CA)
CA
04/07/2003 - 02/26/2018
SCOTTRADE, INC. (NEWPORT BEACH CA)
BOTH
Issued 02/10/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2003
Series 7 - General Securities Representative 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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