David Chang

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 12/2013 → Present
  J.P. Morgan Securities Llc
  Chicago, IL
• 07/2010 → Present
  Jpmorgan Chase Bank, N.A.
  Chicago, IL
• 03/2024 → Present
  Branzino Boys Llc
  Chicago, IL

Other Businesses

Entity Name: Branzino Boys LLC Investment related: No "Address: 11 S GREEN ST, APT. 805 CHICAGO, IL 606070000" Nature of the other business: Performance Arts Position/Title/Relationship: Owner/Partner Start Date: 03/21/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The nature of the business is performance arts. This is a business I will be using for my efforts as a freelance musician. I will be owner and manger of the LLC. It is not similar to my role with JPMC. My managing partner is also owner and performer with the company. He is a current JPMC client. We will both be signers on the business checking account with Chase. Entity Name: NO CEILINGS AGENCY LLC Investment related: No "Address: 11 S GREEN ST, APT. 805 CHICAGO,IL 60607" Nature of the other business: Photography Position/Title/Relationship: Owner/Partner Start Date: 08/28/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The business is a freelance photography agency. My responsibility to the role would be principal member and owner. The role is not similar to my role at JPMC. With approval, I would like to set up a business checking account with Chase to operate the business account. ACTIVITY TYPE: 3 - SECOND JOB NAME OF ENTITY: (SELF) POSITION: FREELANCE PHOTOGRAPHER START DATE: 11/13/2018 ADDRESS: 2910 Chicago, IL DETAILS: Portrait photography INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 5 HOURS DURING TRADING: 0

Exams

• S66 Uniform Combined State Law Examination
  2020-08-31
• S63 Uniform Securities Agent State Law Examination
  2014-02-13

Other Names

• David Hyojong Chang