Jeffery Yi-Bing Chang, CFA

Overview

Jeffery Yi-Bing Chang is a registered representative and an investment adviser representative based in McLean, VA, with 15 years in the industry.

Years in the industry

15

States registered

2

Exams passed

7

Current firms

2

Contact

1 business email and 1 phone number on file

Registrations and licenses

• Registered in 2 states

• Series 24
• Series 3
• Series 4
• Series 63
• Series 7
• Series 99TO
• SIE

Every state, with registration and license dates

Firms

• Vest Securities, LLCCurrent firm
• Vest Financial LLCCurrent firm

Employment history since 2011

Book and practice

Firm assets under management on file