David Jeung Ow

Employer firm

Chequers Financial Management LLC CRD 175209

$1.31B regulatory AUM 65 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• HIGHLY-TAILORED FAMILY OFFICE, ESTATE, TAX, WEALTH TRANSFER, AND STRATEGIC FINANCIAL CONSULTING TO ULTRA HIGH NET WORTH CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2009 → 12/2021
  Self-Employment
  Costa Mesa, CA
• 03/2012 → 06/2018
  Thoerner & Toma Cpa
  Irvine, CA
• 01/2022 → Present
  Chequers Financial Management Llc
  Irvine, CA

Previous Registrations

• 2010-11-17 → 2011-12-20
  Cambridge Investment Research Advisors, Inc.
  Newport Beach, CA
• 2000-05-11 → 2008-11-24
  Goldman Sachs Wealth Services, L.P.
  Irvine, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-05-26
• S66 Uniform Combined State Law Examination
  1999-07-09