Jeffery
Chang
Cboe Vest Financial LLC
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About this Advisor
Jeffery Chang is a chartered financial analyst who works out of Mc Lean, Virginia with a total of 9 years of industry experience. Chang currently works for Cboe Vest Financial LLC. Throughout their career, Chang has worked at Matrix Capital Group, Inc, Cboe Vest Financial LLC, First Dominion Capital Corp and Vest Securities LLC. Chang holds a Series 63 license, qualifying them as a securities representative, and is registered to operate in Virginia. Cboe Vest Financial LLC is a business that has its headquarters in Mc Lean, VA. It manages $10 billion in total assets across its 56 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The business provides a set of services, such as portfolio management for investment companies, portfolio management for pooled investment vehicles and other services. Financial management fees largely depend on which services are offered. Fee types charged by Cboe Vest Financial LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cboe Vest Financial LLC Brokerage Details
$10,055,664,605
20
56
$179,565,439
Investment Advisory Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Other
Jeffery Chang Work History
Jeffery has been registered as a financial advisor for 9 years.*
Vest Securities LLC
Cboe Vest Financial LLC
First Dominion Capital Corp
Matrix Capital Group, 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 Jeffery Chang to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cboe Vest Financial LLC
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
San Francisco, CA
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