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Jay Soon Chang

Farther

Tempe, AZ

San Francisco, CA

CRD 6244488

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Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Periodicals / newsletters

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

Current Employers
Farther

345 California Street Suite 600, San Francisco, CA 94104 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-10-27
TX RA APPROVED 2025-10-07
  • AZ RA
    APPROVED
    Since 2025-10-27
  • TX RA
    APPROVED
    Since 2025-10-07

Branch Locations

Tempe, AZ • United States

345 California Street Suite 600, San Francisco, CA 94104 • 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
Charles Schwab Phoenix AZ 05/2017 02/2018
Schwab Private Client Invest Advisory Phoenix AZ 05/2016 04/2017
Charles Schwab Phoenix AZ 03/2018 10/2025
Farther Tempe AZ 10/2025 Present
  • 05/2017 → 02/2018
    Charles Schwab
    Phoenix, AZ
  • 05/2016 → 04/2017
    Schwab Private Client Invest Advisory
    Phoenix, AZ
  • 03/2018 → 10/2025
    Charles Schwab
    Phoenix, AZ
  • 10/2025 → Present
    Farther
    Tempe, AZ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-06-13
S63 Uniform Securities Agent State Law Examination 2013-11-20
  • S66 Uniform Combined State Law Examination
    2016-06-13
  • S63 Uniform Securities Agent State Law Examination
    2013-11-20
Other Names
  • Jay S Chang
  • Jay Chang

View on SEC IAPD

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