Jonathan Kae-Chi Wang

Employer firm

Wang Financial, LLC CRD 167570

$70.2M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• HOURLY-RATE TAX/ESTATE PLANNING ADVICE & FIDUCIARY ADVISORY SVCS

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

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

Current Employers

Employment History

• 03/2013 → 11/2022
  Bergquist Wang, Llc
  Santa Barbara, CA
• 11/2022 → Present
  Wang Financial, Llc.
  Santa Barbara, CA

Previous Registrations

• 2013-03-26 → 2013-04-19
  Bergquist Wang, Llc
  Santa Barbara, CA

Other Businesses

FRAUD HOTLINE, LLC, ONLINE REPORT SERVICES, SHAREHOLDER INTEREST, NO OPERATIONAL DUTIES.

Designations

• Certified Financial Planner

Other Names

• Jonathan K Wang