Jeffrey
Chang
Avantax Advisory Services
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About this Advisor
Jeffrey Chang is a financial advisor working in Honolulu, Hawaii who has 25 years of industry experience. Chang is an advisor for Avantax Advisory Services. Throughout their career, Chang has worked at Jeffrey H.K. Chang, Avantax Investment Services, Inc, Chang & Company, Cpa, Inc, Avantax Advisory Services and Avantax Insurance Agency, LLC. Chang holds a Series 63 license, qualifying them as a securities representative, and is able to advise clients in Hawaii. Avantax Advisory Services is a business based in Coppell, TX. The firm has offices in 1,514 locations and a total of 2,433 financial advisors. It handles $31 billion in total assets among its 123,393 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. Of its 123,393 client accounts, just 6% are associated with high-net-worth clients who have at least $1 million in investable assets. Avantax Advisory Services offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees charged by financial advisors typically depend on the type of financial services provided. Fees charged by Avantax Advisory Services most likely consist of some combination of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$30,968,246,116
2,433
123,393
$250,972
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Jeffrey Chang Work History
Jeffrey has been registered as a financial advisor for 25 years.*
Avantax Insurance Agency, LLC
Avantax Advisory Services
Avantax Investment Services, Inc
Jeffrey H.K. Chang
Chang & Company, Cpa, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeffrey Chang to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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