Unclaimed Profile

David Ming Lee Jang

WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC·TAMPA, Florida

SIE, Series 7, Series 24, Series 63, Series 65Clean record11 years registeredWERTZ YORK CAPITAL MANAGEMENT GROUP, LLC

5502 NORTH NEBRASKA AVE, TAMPA, FL 33604CRD# 3141225Firm CRD# 115344

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Ming Lee Jang · TAMPA, FL

Registration

CRD #3141225 · WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC · 11 years registered

Brand Profile

Not yet started

Career History

DEEP BLUE INVESTMENT ADVISORS

Jul 2016 – present

DAVIDSON FIXED INCOME MANAGEMENT, INC.

Jan 2015 – Aug 2015

WINTER PARK, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · January 23, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC

CRD 115344 · SEC 801-60690

AUM

$13.1B

Regulatory assets under management

Employees

25 client accounts

Services offered by WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC

Per Form ADV

Pension consulting

Selection of other advisers

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

Nonprofits & Foundations

View all advisors at WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does David Ming Lee Jang offer?

David Ming Lee Jang specializes in Retirement Planning, Wealth Management. Contact their office in TAMPA, Florida for a consultation.

What are David Ming Lee Jang's credentials?

David Ming Lee Jang is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Ming Lee Jang located?

David Ming Lee Jang is based in TAMPA, Florida, working with WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC. Their office serves clients in the TAMPA metropolitan area and surrounding communities.

How does David Ming Lee Jang charge for services?

David Ming Lee Jang's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC?

WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC has approximately 14 employees and manages $13.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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