Jeffery Yi-Bing Chang

Current Employers

Employment History

• 05/2012 → Present
  Vest Financial Llc
  Mclean, VA
• 09/2016 → 06/2022
  First Dominion Capital Corp.
  Richmond, VA
• 05/2022 → Present
  Vest Securities Llc
  Mclean, VA

Other Businesses

1) Vest Financial LLC; Investment Advisory firm; 8350 Broad Street, Suite 240, McLean, VA 22102; President and CFO; Start Date 05/2012; Approximately 160 hrs per month; 40 hours/week during security trading hours; Duties: Oversight of firm's financial functions and business development team. Compensated through salary and management bonus tied to overall growth of business. 2)Becker Professional Education; Non-investment related; CPA Review Instructor; Start Date 12/2008; 12 hours a month devoted to teaching, 0 hours during security trading hours; Duties: Teaching graduate level accounting to help prepare candidates to take the CPA exam. Compensated at an hourly rate based on classes taught during a period. 3)Kaplan Schweser; Non-investment related; CFA Review Instructor; Start Date 12/2008; Approximately 12 hours a month devoted to teaching, 0 hours during security trading hours; Duties: Teach graduate level finance and accounting to help prepare candidates to take the CFA Exam. Compensated at an hourly rate based on classes taught during a period. 4) Vest Group; Holding Company; 8350 Broad Street, Suite 240, McLean, VA 22102; CFO/President; Less than 5 hour per month devoted to activity, some may be during trading hours; Role is to help manage the passive legal entity/oversee financial health of business.

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-10-11

Designations

Other Names

• Jeffery Yibing Chang