Judy Wei Chang

Current Employers

Employment History

• 07/1999 → 12/2016
  Royal Alliance Associates, Inc.
  San Francisco, CA
• 03/2002 → 12/2016
  Whjr Associates, Inc.
  San Jose, CA
• 12/2016 → Present
  Pacrim Advisory Services
  San Francisco, CA

Previous Registrations

• 2017-01-03 → 2017-12-31
  Pacrim Advisory Services
  Palo Alto, CA
• 2002-04-12 → 2016-12-31
  Whjr Associates
  San Carlos, CA
• 2002-05-29 → 2013-02-05
  Osaic Wealth, Inc.
  Campbell, CA
  San Carlos, CA
  San Carlos, CA

Other Businesses

1. PACRIM BENEFITS MANAGEMENT,INC; NOT INVESTMENT RELATED; 555 BRYANT STREET #166 PALO ALTO,CA.94301; POSITION :PRESIDENT STARTDATE :MAY-02-2012; HOURS 20; SECURITYHOURS: 0;DUTIES INCLUDE PACRIM BENEFITS MANAGEMENT, INC. WHICH IS DBA NAME FOR INSURANCE BUSINESS. 2. WHJR ASSOCIATES POSITION: Registered Investment Adviser Representative NATURE: Corporation - INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 06/22/1993 ADDRESS: 55 N. THIRD STREET, SUITE 200, CAMPBELL CA 95009 DESCRIPTION: provide service to existing clients in IRA and retirement and college funding on the basis of approriate risk tolerance, asset allocation and investment policy quidelines drawn up when accounts were first established. Periodically review client situations to ensure quidelines are still up-to-date.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-22

Other Names

• Judy Wang