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Employer firm

William Blair CRD 1252

$64.3B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • EQUITY RESEARCH SERVICES

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

Current Employers
William Blair

150 North Riverside Plaza, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-21
IL RA APPROVED 2018-06-05
  • FL RA
    APPROVED
    Since 2026-08-21
  • IL RA
    APPROVED
    Since 2018-06-05

Branch Locations

The William Blair Building 150 North Riverside, Chicago, IL 60606-1594 • UNITED STATES

The William Blair Building 150 North Riverside, Chicago, IL 60606 • United States

150 North Riverside Plaza, Chicago, IL 60606 • United States

Chicago, IL • 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
J.P. Morgan Securities Llc Newark DE 03/2015 05/2018
Jpmorgan Chase Bank, Na Newark DE 08/2010 05/2018
William Blair Chicago IL 06/2018 Present
  • 03/2015 → 05/2018
    J.P. Morgan Securities Llc
    Newark, DE
  • 08/2010 → 05/2018
    Jpmorgan Chase Bank, Na
    Newark, DE
  • 06/2018 → Present
    Chicago, IL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-07-02
  • S63 Uniform Securities Agent State Law Examination
    2015-07-02
Designations
  • Certified Financial Planner
Other Names
  • Judia Chang
  • Judia W Chang

View on SEC IAPD

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