Role at Cbre Investment Management Listed Real Assets
- Title on Schedule A
- Chief Compliance Officer
- Control
- Jeff Chang is a control person of Cbre Investment Management Listed Real Assets.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Jeff Chang has held the filed role since January 2023.
The firm
Form ADV filed 30 March 2026
Career on record
- Passed Series 6TO · 2023
- Passed SIE · 2018
- Passed Series 7 · 2007
- Passed Series 6 and Series 63 · 1997
Registrations and exams
No current adviser or broker registration. Jeff Chang has passed 5 qualifying exams.
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 2 April 1997 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | 1 October 2018 |
| Series 7 | General Securities Representative Examination | 25 January 2007 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 21 March 1997 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
Individual record
- Full name
- Jeff Chenghsun Chang
- CRD
- 2870017
- Registration status
- No current adviser or broker registration
- Firm bio
- cbreim.com
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Background
CBRE Investment Management identifies Jeff Chang as chief compliance officer for its Listed Real Assets business. His prior roles included compliance positions at financial firms and examiner roles with the State of California and FINRA. He earned two B.S. degrees from California State Polytechnic University, Pomona, and an MBA from UCLA Anderson. The firm biography lists a California CPA license and CPA credential. Official CBRE Investment Management biography
Education
- B.S. Finance, Real Estate and Law, California State Polytechnic University, PomonaOfficial CBRE Investment Management biography
- B.S. Accounting, California State Polytechnic University, PomonaOfficial CBRE Investment Management biography
- MBA, UCLA Anderson School of ManagementOfficial CBRE Investment Management biography
Credentials and memberships
- The firm biography lists a California CPA license and Certified Public Accountant (CPA) credential.Official CBRE Investment Management biography
Common questions
Where does Jeff Chang work?
Jeff Chang has been Chief Compliance Officer of Cbre Investment Management Listed Real Assets LLC since January 2023, and is a control person of the firm.
Does Jeff Chang have a current investment-adviser registration?
Jeff Chang has no current investment-adviser or broker registration, as of 17 October 2026.
What exams has Jeff Chang passed?
Jeff Chang has passed 5 licensing exams: the Series 6, Series 63, Series 7, SIE and Series 6TO. The earliest, the Series 6, was passed in March 1997.
Leadership at Cbre Investment Management Listed Real Assets
- Joseph SmithPresident / Chief Investment Officer - Listed Real Assets
- Jonathan BlomeChief Financial Officer / Chief Operating Officer
- Jeremy AnagnosChief Investment Officer - Listed Infrastructure
- David MakowiczManaging Director, Listed Business Development Strategist
- Christopher ReichPortfolio Manager / Head of Quantitative Research
- Kenneth WeinbergChief Investment Officer - Listed Real Estate