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Jeffery Yi-Bing Chang

VEST FINANCIAL LLC·MCLEAN, Virginia
Unclaimed Profile
8350 BROAD ST, MCLEAN, VA 22102-5150CRD# 5034993Firm CRD# 165976
01

About

Jeffery Yi-Bing Chang is a registered financial advisor based in MCLEAN, Virginia, affiliated with VEST FINANCIAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Fee-Only Advisory
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
VEST FINANCIAL LLC
VEST FINANCIAL LLC
AUM
$24.4B
Regulatory assets under management
Employees
27
Total firm employees
View all advisors at VEST FINANCIAL LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5034993
Firm CRD# 165976
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffery Yi-Bing Chang offer?
Jeffery Yi-Bing Chang specializes in Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in MCLEAN, Virginia for a consultation.
What are Jeffery Yi-Bing Chang's credentials?
Jeffery Yi-Bing Chang is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffery Yi-Bing Chang located?
Jeffery Yi-Bing Chang is based in MCLEAN, Virginia, working with VEST FINANCIAL LLC. Their office serves clients in the MCLEAN metropolitan area and surrounding communities.
How does Jeffery Yi-Bing Chang charge for services?
Jeffery Yi-Bing Chang's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VEST FINANCIAL LLC?
VEST FINANCIAL LLC has approximately 27 employees and manages $24.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VEST FINANCIAL LLC

Tony Vanbrackle
MCLEAN, VA
Jeremy Michael Sperlazza
MCLEAN, VA
John Steven Neamtz
MCLEAN, VA
Karan Sood
MCLEAN, VA
Alejandro Jose Vegas
MCLEAN, VA
Howard Scott Rubin
MCLEAN, VA

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
Advisor Fees in VirginiaNational Fee Analysis
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