Wei Han Jack Chang
Also appears in the source record as: Jack Chang; Weihanjack Chang
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (3)
- SIESeries 7Series 66
- Registered states (17)
- Alabama · Arizona · California · Delaware · District Of Columbia · Florida · Illinois · Maryland · Minnesota · Nevada · New Jersey · New York · Ohio · Oregon · Pennsylvania · Texas · Washington
- Years in the industry (source record)
- 13
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
No disclosure events are flagged in the source record as of Aug 20, 2026.
This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.
Current firm
From the firm record
- Firm
- J.P. Morgan Securities LLC
- Firm CRD
- 79
- SEC number
- 801-3702
- Assets under management
- $429.7B as of Jun 30, 2026
- Website
- wealthpartners.jpmorgan.com ↗
- Phone
- 800-999-2000
- Firm location
- New York, NY, 10017
Employment history (11)
From the source registration record · current first
-
start not retrieved → present
-
start not retrieved → present
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Fidelity Personal And Workplace AdvisorsBoston, MA · IA capacityJul 13, 2018 → Jun 27, 2019
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Fidelity Brokerage Services LLCPasadena, CA · BC capacityAug 24, 2016 → Jun 26, 2019
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Strategic Advisers LLCPasadena, CA · IA capacityAug 31, 2016 → Jul 13, 2018
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Morgan StanleyPasadena, CA · IA capacityAug 24, 2015 → Aug 16, 2016
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Morgan StanleyPasadena, CA · BC capacityAug 24, 2015 → Aug 16, 2016
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Cetera Investment Advisers LLCEncino, CA · IA capacityJul 8, 2014 → Aug 10, 2015
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Cetera Investment Services LLCEncino, CA · BC capacityJul 8, 2014 → Aug 10, 2015
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Merrill Lynch, Pierce, Fenner & Smith IncorporatedEncino, CA · IA capacityFeb 1, 2013 → May 19, 2014
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Merrill Lynch, Pierce, Fenner & Smith IncorporatedEncino, CA · BC capacityJan 1, 2013 → May 19, 2014
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.