Career
Jeffery Chang has been President of Vest Financial since January 2015. Jeffery Chang is a control person of the firm and directly owns under 5% of it.
Vest Financial LLC is a McLean, VA firm with $51.8B under management, 180 clients and 12 advisers in one office, as of its June 2026 filing.
Vest’s leadership page lists Jeff Chang as President.
- Vest Financial LLCCurrent– present · 11 yearsMarina Del Rey, CA · Adviser representative · Firm CRD 165976
Credentials and registrations
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| California | Approved | 11 September 2024 |
| Virginia | Approved | 30 October 2014 |
- Status
- Approved
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| Series 3 | National Commodity Futures Examination | 5 October 2021 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 4 | Registered Options Principal Examination | 11 October 2016 |
| Series 24 | General Securities Principal Examination | 21 May 2013 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 October 2011 |
| Series 7 | General Securities Representative Examination | 9 March 2011 |
- Name
- Operations Professional Examination
- Name
- National Commodity Futures Examination
- Name
- Securities Industry Essentials Examination
- Name
- Registered Options Principal Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Jeffery Yi-bing Chang
- CRD
- 5034993
- Office
- Marina Del Rey, CA
- Firm bio
- vestfin.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Jeffery Chang work?
Jeffery Chang has been President of Vest Financial LLC since January 2015, and is a control person of the firm.
Is Jeffery Chang a financial advisor?
Yes. Jeffery Chang has a current investment-adviser registration in California and Virginia, through Vest Financial since October 2014.
How many years of experience does Jeffery Chang have?
Jeffery Chang has 15 years in the financial industry, since July 2011, across 1 adviser firm.
What exams has Jeffery Chang passed?
Jeffery Chang has passed 6 licensing exams: the Series 7, Series 63, Series 24, Series 4, Series 3 and Series 99TO. The earliest, the Series 7, was passed in March 2011. FINRA credited Jeffery Chang with the SIE, which began in October 2018.
Where is Jeffery Chang based?
Jeffery Chang’s registered office is in Marina Del Rey, CA.