Business Description

If you've come looking for help in planning for your financial freedom, you have come to the right place. JANG & ASSOCIATES purpose is to help you set your goals and offer strategies to achieve them. We hope you'll take the time to explore this site to gain better understanding of JANG & ASSOCIATES and how we help clients plan for and meet their financial goals.

Money management is not a simple nor easy process. Effective money management involves two important tasks: managing your investments and preserving your wealth. Our goal is to create financial strategies to these tasks while providing an extraordinary amount of personal service.

General Information

Gender:

Male

CRD#:

257269

Firm CRD#:

16164

Name of Broker/Dealer:

Intersecurities, Inc.

States Licensed in:

CA, WA

Years of Experience in Financial Services:

Number of Years with Current Firm:

I work with the following types of clients:

Individual Investors

Education

Academic Background

University of Washington graduate.

Services

Investment Types:

Mutual Funds, Insurance, Annuities, Stocks, Bonds

Qualifications & Memberships

Certifications, Accreditations & Designations:

Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC)

Securities Licenses:

Series 7, Series 6, Series 63

Insurance and Annuity Licenses:

Long Term Care, Variable Life, Variable Annuity, Life, Annuity

Financial Organization Memberships:

Society of Financial Services Professionals

Non-Financial Organization Memberships:

Rotary International

Firm Information

Number of Advisors in Office:

Up to 10 employees

I work with clients as part of a team:

Yes

Firm's Number of Clients:

100

Firm's Number of Planning Clients:

Advisor's Number of Clients:

100

Compliance

Registered Representative:

Yes

Investment Advisor Representative:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

I am a fee-based financial professional:

Yes

Minimum Portfolio Size for New Managed Accounts:

$100,000

Compensation Methods:

Based on Assets, Commissions

Hourly Rate:

$100

Prepared By:

Garold Jang

Most Recent Update:

05/29/2008