Jared Makai Chang

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2013 → 12/2018
  Waipahu Bicycle Shop
  Waipahu, HI
• 08/2016 → 08/2017
  Asia Pacific Sales
  Kaneohe, HI
• 08/2017 → Present
  Four Seasons Ko'OLina At Oahu
  Kapolei, HI
• 08/2019 → 10/2019
  New York Life Insurance Company
  Honolulu, HI
• 12/2019 → 01/2024
  Woodbury Financial Services Inc
  Ewa Beach, HI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Ewa Beach, HI

Previous Registrations

• 2022-02-08 → 2024-01-19
  Woodbury Financial Services, Inc.
  Ewa Beach, HI

Other Businesses

1. LIFE, HEALTH, AND LONG-TERM CARE INSURANCE POSITION: insurance agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 12/16/2019 ADDRESS: 91-365 A EWA BEACH RD EWA BEACH HI 96706 DESCRIPTION: Assisting and meeting with clients for their insurance needs. 2. CERTIFIED TAX HAWAII POSITION: Receptionist / Data Entry NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 20 START DATE: 01/18/2021 ADDRESS: 1405 N King St Ste 103 Honolulu HI 96817 DESCRIPTION: Receptionist duties including but not limited to, greeting clients, scheduling consulting meetings, filing, and assisting in delivering tax returns. In addition to the receptionist's role includes data entry of client information and tax returns, including the transmittal of tax returns electronically. 3. DEPARTMENT OF EDUCATION POSITION: Substitute Teacher NATURE: State of Hawaii Department of Education. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 10/10/2023 ADDRESS: 1390 Miller St Honolulu HI 96813 DESCRIPTION: Substitute teacher, including but not limited to filling in for a permanent teacher, assisting students with a pre-determined lesson plan, classroom management, obtaining and following class lessons for the current day, assisting any other staff and admin members, and communicating with the permanent teacher and other staff members. 4. HONOLULU BARTENDING COMPANY POSITION: Bartender NATURE: Hospitality INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 05/03/2024 ADDRESS: 91-365 Ewa Beach Rd Ewa Beach HI 96706 DESCRIPTION: Assisting guests with event bartending. Roles include assisting guests with beverage taste, serving guests in a responsible manner, and assisting with customer service in a hospitable manner. Other duties include setting up the bar and beverages promptly, communicating with colleagues as well as guests and event coordinators, and assisting in loading and off-loading bar and equipment.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-02-05
• S63 Uniform Securities Agent State Law Examination
  2020-06-30