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Alex Chen Zhang

Zhang Financial

Portage, MI

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Current Employers
Zhang Financial

5931 Oakland Dr., Portage, MI 49024 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-12-24
  • MI RA
    APPROVED
    Since 2024-12-24

Branch Locations

5931 Oakland Dr., Portage, MI 49024 • 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
Jpmorgan Chase Bank Na New York NY 06/2020 04/2021
Jpmorgan Securities Llc New York NY 06/2020 04/2021
Jpmorgan Chase Bank Na New York NY 05/2019 08/2019
Tom Ford New York NY 07/2018 09/2018
Tom Ford New York NY 09/2017 12/2017
Zhang Financial [Lpl Financial Local Branch] Portage MI 07/2017 08/2017
Columbia University New York NY 09/2016 05/2020
Zhang Financial Llc Portage MI 06/2024 Present
Ropes & Gray Boston MA 06/2022 08/2022
Ropes & Gray New York NY 06/2023 08/2023
Harvard Law School Boston MA 05/2021 05/2024
  • 06/2020 → 04/2021
    Jpmorgan Chase Bank Na
    New York, NY
  • 06/2020 → 04/2021
    Jpmorgan Securities Llc
    New York, NY
  • 05/2019 → 08/2019
    Jpmorgan Chase Bank Na
    New York, NY
  • 07/2018 → 09/2018
    Tom Ford
    New York, NY
  • 09/2017 → 12/2017
    Tom Ford
    New York, NY
  • 07/2017 → 08/2017
    Zhang Financial [Lpl Financial Local Branch]
    Portage, MI
  • 09/2016 → 05/2020
    Columbia University
    New York, NY
  • 06/2024 → Present
    Zhang Financial Llc
    Portage, MI
  • 06/2022 → 08/2022
    Ropes & Gray
    Boston, MA
  • 06/2023 → 08/2023
    Ropes & Gray
    New York, NY
  • 05/2021 → 05/2024
    Harvard Law School
    Boston, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-08-31
  • S63 Uniform Securities Agent State Law Examination
    2020-08-31
Designations

View on SEC IAPD

Other Firms

EDELMAN FINANCIAL ENGINES
EDWARD JONES
PFS INVESTMENTS INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
OPPENHEIMER & CO. INC.
BANKERS LIFE ADVISORY SERVICES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Other Investors

LYNN LING CHEN-ZHANG
CHRISTINE MARIE LINDBERG
AMANDA MARIE HARTMAN
David William Marshall
GISELLE KRISTINE SCHLUBATIS
YUANLEI ZHU
ROBERT SCOTT MCDOUGALL
CAMERON TYLER KLEINHEKSEL

Other Offices

EDELMAN FINANCIAL ENGINES · PORTAGE, MI
EDWARD JONES · Portage, MI
PFS INVESTMENTS INC. · PORTAGE, MI
PFS INVESTMENTS INC. · PORTAGE, MI
STIFEL, NICOLAUS & COMPANY, INCORPORATED · PORTAGE, MI
PFS INVESTMENTS INC. · PORTAGE, MI
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · PORTAGE, MI
OPPENHEIMER & CO. INC. · PORTAGE, MI

More in Portage, MI

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