Jung Chang
Advisor at Andrew Garrett Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Andrew Garrett Inc.
Location
Palo Alto, CA
Credentials
Series 63, Series 65, Series 66
Industry experience
30 years
About
Jung Chang is a financial advisor with Andrew Garrett, Inc. in Palo Alto, CA, holding Series 63, 65, and 66 designations and bringing 30 years of industry experience. He has been with Andrew Garrett, Inc. since 2008. Outside of advisory work, he owns a tax preparation and accounting business where he provides tax and accounting services. Andrew Garrett, Inc. manages portfolios for individuals, high net worth clients, retirement plans, and corporate clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-rollover advice. The firm employs a multi-platform investment model using various sub-advisers and program sponsors to implement strategies tailored to client suitability profiles.
Client services
Based on Andrew Garrett Inc.
Financial planning
Portfolio management
Selection of other advisers
Expertise
Based on Andrew Garrett Inc.
Active portfolio management
Options & derivatives strategies
ESG / Sustainable investing
Annuities
Fee options
$1,000 to $15,000 flat fee for financial planning services.
$0+: Up to 2.80% annually (negotiable, maximum fee) $50,000 - $500,000: Varies by AssetMark Wealth platform tier (maximum annual fee 2.00%, fees tiered by asset size and investment solution)
Commissions earned on insurance and broker/dealer transactions separate from advisory fees.
$100 to $400 per hour for financial planning services.
Account minimum: $5,000
Location
Palo Alto, CA
Most active in
Jung C has reported serving >5 clients in these states in the last 12 months.
California
Work history
Andrew Garrett, Inc
2008 - Present (18 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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FocusYou
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