Chingpao Chang

Employer firm

East West Wealth Advisors LLC CRD 342776

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 11/2019 → 08/2020
  J.P. Morgan Securities Llc
  Palo Alto, CA
• 11/2019 → 08/2020
  Jpmorgan Chase Bank, N.A.
  Palo Alto, CA
• 09/2016 → 10/2019
  Unemployed
  Los Altos, CA
• 08/2020 → 04/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palo Alto, CA
• 09/2020 → 04/2022
  Bank Of America, N.A.
  Palo Alto, CA
• 04/2022 → 08/2022
  Citigroup Global Markets Inc.
  San Francisco, CA
• 08/2022 → 08/2026
  Cetera Investment Services Llc
  St Cloud, MN
• 08/2022 → 08/2026
  Cetera Investment Advisers Llc
  Santa Clara, CA
• 08/2026 → Present
  East West Wealth Advisors
  Pasadena, CA

Previous Registrations

• 2022-08-15 → 2026-08-04
  Cetera Investment Advisers Llc
  Pasadena, CA
• 2022-04-19 → 2022-08-15
  Citigroup Global Markets Inc.
  San Francisco, CA
• 2020-11-01 → 2022-04-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Palo Alto, CA

Exams

• S66 Uniform Combined State Law Examination
  2020-10-29
• S63 Uniform Securities Agent State Law Examination
  2020-01-02

Other Names

• Chinpao Chang
• Christina Chang