Jonathan Chang
- Role
- Senior Vice President, Wealth Management Advisor at Merrill Lynch
- Location
- Newport Beach, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Jonathan Chang
I began my career as a Wealth Management Advisor in 2006, driven by a passion to help…
Experience
Senior Vice President, Wealth Management Advisor
Oct 2009 — Present
Portfolio Management, Retirement Planning, Estate Planning, Insurance Planning, and Education Planning.
Skills
- Financial Planners
- Retirement Planning
- Financial Planning
- Series 63
- Insurance
- Estate Planning
- Wealth Management
- Investments
- Investment Management
- Series 7
- Strategic Financial Planning
- Wealth Management Services
- Mutual Funds
- Investment Strategies
- Alternative Investments
- Credit
- Investment Advisory
- Asset Management
- Retirement
- Uniform Combined State Law
- Finance
- Financial Advisory
- Portfolio Management
- Asset Allocation
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