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Jennifer Chang Dazols

Equita Financial Network, Inc.

Fort Washington, PA

Oakland, CA

CRD 4690383

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Employer firm

Equita Financial Network, Inc. CRD 277031

$391M regulatory AUM 68 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Equita Financial Network, Inc.

500 Office Center Drive Suite 400, Fort Washington, PA 19034 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-22
  • CA RA
    APPROVED
    Since 2025-01-22

Branch Locations

500 Office Center Drive Suite 400, Fort Washington, PA 19034 • United States

1999 Harrison St. Suite 1800, Oakland, CA 94612 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sincerus Advisory New York NY 04/2021 05/2023
Ebay San Jose CA 05/2006 12/2019
Modern Family Finance San Francisco CA 01/2020 Present
Equita Financial Network Fort Washington PA 05/2023 Present
  • 04/2021 → 05/2023
    Sincerus Advisory
    New York, NY
  • 05/2006 → 12/2019
    Ebay
    San Jose, CA
  • 01/2020 → Present
    Modern Family Finance
    San Francisco, CA
  • 05/2023 → Present
    Equita Financial Network
    Fort Washington, PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-30
  • S65 Uniform Investment Adviser Law Examination
    2021-03-30
Designations
  • Certified Financial Planner
Other Names
  • Jennifer Chang

View on SEC IAPD

Nearby Firms

BANCROFT CAPITAL, LLC
BARRISTER
COMMONWEALTH FINANCIAL NETWORK

Nearby Investors

CHARLES CLAUDE WEEKS
SEAN MICHAEL COOK
David Rucki

Nearby Offices

BANCROFT CAPITAL, LLC · FORT WASHINGTON, PA
BARRISTER · FORT WASHINGTON, PA
COMMONWEALTH FINANCIAL NETWORK · FORT WASHINGTON, PA

More in Fort Washington, PA

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