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Jason Chuang

Creative Planning

Irvine, CA

Overland Park, KS

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Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-17
  • CA RA
    APPROVED
    Since 2026-04-17

Branch Locations

1 Park Plaza, Suite 700, Irvine, CA 92614 • United States

5454 W. 110Th Street, Overland Park, KS 66211 • 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
Globalink Securities, Inc. Pasadena CA 07/2021 08/2022
University Of California, Riverside Riverside CA 08/2017 06/2021
Arcadia High School Arcadia CA 08/2013 06/2017
Bny Wealth Century City CA 07/2022 03/2026
Creative Planning, Llc Irvine CA 04/2026 Present
  • 07/2021 → 08/2022
    Globalink Securities, Inc.
    Pasadena, CA
  • 08/2017 → 06/2021
    University Of California, Riverside
    Riverside, CA
  • 08/2013 → 06/2017
    Arcadia High School
    Arcadia, CA
  • 07/2022 → 03/2026
    Bny Wealth
    Century City, CA
  • 04/2026 → Present
    Creative Planning, Llc
    Irvine, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-01-24
  • S63 Uniform Securities Agent State Law Examination
    2022-01-24
Designations

View on SEC IAPD

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Other Offices

VISTA POINT ASSET MANAGEMENT LLC · IRVINE, CA
PRINCIPAL SECURITIES, INC. · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
EQUITABLE ADVISORS, LLC · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
EQUITABLE ADVISORS, LLC · IRVINE, CA

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