Junmin Chang has been Chief Executive Officer, Chief Compliance Officer of Cannon Beach Consultants since August 2006, is a control person of the firm and directly owns between 50% and 75% of it. Junmin Chang holds a BS in Electrical Engineering and Economics from the University of Pennsylvania and an MBA in Finance/International Business from Santa Clara University.
Cannon Beach Consultants Inc is a San Ramon, CA firm with $209M under management, 122 clients and 2 advisers across 3 offices, as of its March 2026 filing.
Junmin Chang is Principal of Cannon Beach Financial Advisors, with 20+ years of experience with CBFA and Ameriprise and 13 years in the high-tech industry.
Junmin Chang’s longest registration is the current one, 20 years at Cannon Beach Consultants since 2006. Before joining Cannon Beach Consultants in 2006, Junmin Chang was registered through Ameriprise Financial Services, Inc.
- – present · 20 yearsSan Ramon, CA · Adviser representative · Firm CRD 140959
- Ameriprise Financial Services, Inc.– · 6 yearsWalnut Creek, CA · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Junmin Chang is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from August 2006; the most recent is North Carolina, in October 2025.
- CaliforniaSince 2 August 2006
- North CarolinaSince 6 October 2025
- TexasResidentSince 25 January 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 20 March 2000 |
| Series 7 | General Securities Representative Examination | 1 March 2000 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 1996006
- Firm
- Cannon Beach Consultants · CRD 140959
- Role
- Chief Executive Officer, Chief Compliance Officer
- Office
- 2603 CAMINO RAMON, SUITE 416, San Ramon, CA 94583
- Registration
- Investment adviser registration
- In the industry since
- April 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cannonbeachco.com
Where does Junmin Chang work?
Junmin Chang has been Chief Executive Officer, Chief Compliance Officer of Cannon Beach Consultants Inc since August 2006, and is a control person of the firm.
Is Junmin Chang a financial advisor?
Yes. Junmin Chang has a current investment-adviser registration in California, North Carolina and Texas, through Cannon Beach Consultants since August 2006.
How many years of experience does Junmin Chang have?
Junmin Chang has 26 years in the financial industry, since April 2000, across 2 adviser firms.
What exams has Junmin Chang passed?
Junmin Chang has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in March 2000.
Where did Junmin Chang work before Cannon Beach Consultants?
Before Cannon Beach Consultants, Junmin Chang was registered through Ameriprise Financial Services, Inc., April 2000 to August 2006.
Where is Junmin Chang based?
Junmin Chang’s registered office is in San Ramon, CA.
Is Junmin Chang registered with FINRA?
No. Junmin Chang has no current broker registration.
How can I verify Junmin Chang’s record?
Search CRD 1996006 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Junmin Chang’s full registration record.