David Jang has been Chairman/Chief Revenue Officer of Wertz York Capital Management Group since June 2025, is a control person of the firm and directly owns between 5% and 10% of it.
Wertz York Capital Management Group, LLC is a Tampa, FL firm with $18.2B under management, 33 clients and 9 advisers in one office, as of its March 2026 filing.
David Jang is Chairman of Deep Blue Investment Advisors, where he provides strategic oversight of the firm's investment platform, client relationships and long-term business direction. He has nearly 40 years of experience in fixed income investing and public fund management. Before his leadership role at Deep Blue, he was Senior Vice President at Davidson Fixed Income Management, where he helped establish the firm's Florida presence.
David Jang’s longest registration is the current one, 10 years at Wertz York Capital Management Group since 2016. Before joining Wertz York Capital Management Group in 2016, David Jang was registered through Davidson Fixed Income Management, Inc.
- – present · 10 yearsTampa, FL · Adviser representative · Firm CRD 115344
- Davidson Fixed Income Management, Inc.– · under a yearWinter Park, FL · Adviser representative · Firm CRD 127844
Professional designations
Listed by Wertz York Capital Management Group
- CTP
Investment adviser representative registrations
David Jang is registered as an investment adviser representative in Florida, since July 2016.
- FloridaSince 29 July 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 29 December 2014 |
| Series 24 | General Securities Principal Examination | 5 October 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 April 2003 |
| Series 7 | General Securities Representative Examination | 7 April 2003 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David Ming Lee Jang
- CRD
- 3141225
- Firm
- Wertz York Capital Management Group · CRD 115344
- Role
- Chairman/Chief Revenue Officer
- Office
- 4830 W. KENNEDY BLVD., ONE URBAN CENTRE - SUITE 835, Tampa, FL 33609
- Registration
- Investment adviser registration
- In the industry since
- March 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- deepblue-inv.com
Where does David Jang work?
David Jang has been Chairman/Chief Revenue Officer of Wertz York Capital Management Group, LLC since June 2025, and is a control person of the firm.
Is David Jang a financial advisor?
Yes. David Jang has a current investment-adviser registration in Florida, through Wertz York Capital Management Group since July 2016.
How many years of experience does David Jang have?
David Jang has 22 years in the financial industry, since March 2004, across 2 adviser firms.
What exams has David Jang passed?
David Jang has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 65. The earliest, the Series 7, was passed in April 2003. FINRA credited David Jang with the SIE, which began in October 2018.
Where did David Jang work before Wertz York Capital Management Group?
Before Wertz York Capital Management Group, David Jang was registered through Davidson Fixed Income Management, Inc., January 2015 to August 2015.
Where is David Jang based?
David Jang’s registered office is in Tampa, FL.
Is David Jang registered with FINRA?
No. David Jang has no current broker registration.
How can I verify David Jang’s record?
Search CRD 3141225 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Jang’s full registration record.
