Unclaimed
Yoon Chang is an investment advisor representative for J.P. Morgan Securities LLC. Yoon Chang has over 20 years of experience in the financial services industry, having previously worked at firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated, Securities America, Inc., MML Investors Services, LLC, and Pruco Securities, LLC. Yoon Chang is registered with the state of California and Texas.
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
06/06/2019 - Present
J.p. Morgan Securities LLC (FULLERTON CA)
CA
07/21/2016 - 09/04/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WEST COVINA CA)
NE
02/20/2015 - 04/07/2016
SECURITIES AMERICA, INC. (LAVISTA NE)
CA
12/19/2012 - 01/27/2015
MML INVESTORS SERVICES, LLC (LOS ANGELES CA)
CA
01/25/2008 - 10/11/2012
PRUCO SECURITIES, LLC. (CITY OF INDUSTRY CA)
CA
09/24/2007 - 12/13/2007
JEFFERSON PILOT SECURITIES CORPORATION (LOS ANGELES CA)
CA
08/01/2006 - 09/05/2007
SIGNATOR INVESTORS, INC. (PASADENA CA)
CA
02/24/2005 - 07/25/2006
NYLIFE SECURITIES INC. (LOS ANGELES CA)
NY
08/30/2001 - 12/16/2004
AXA ADVISORS, LLC (NEW YORK NY)
NY
05/03/2000 - 08/03/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 07/10/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/14/2006
Series 24 - General Securities Principal Examination
BC
Issued 09/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 05/02/2000
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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