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Jodi Nozoe Chang, CFP®

Jodi nozoe chang, cfp®

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location of Jodi Nozoe Chang, CFP®Hawaii, United States
Phone number of Jodi Nozoe Chang, CFP®+91 xxxx xxxxx
Followers of Jodi Nozoe Chang, CFP®2000 followers

  • Timeline

    Mar 1998 - Jul 2007

    Vice President - Wealth Management

    Smith Barney
    Jul 2007 - Jan 2016

    Senior Vice President - Wealth Management

    UBS Financial Services Inc.
    Current Company
    Jan 2016 - now

    Managing Director - Investment Officer

    Pinnacle Wealth Management Group of Wells Fargo Advisors

  • About me

    Managing Director - Investment Officer at Pinnacle Wealth Management Group of Wells Fargo Advisors

  • Education

    • University of hawaii - shidler college of business

      -
      Bachelor of business administration (bba) finance & international business

  • Experience

    • Smith barney

      Mar 1998 - Jul 2007
      Vice president - wealth management

    • Ubs financial services inc.

      Jul 2007 - Jan 2016
      Senior vice president - wealth management

    • Pinnacle wealth management group of wells fargo advisors

      Jan 2016 - now
      Managing director - investment officer

  • Licenses & Certifications

    • Certified financial planner ™ (cfp®)

      Certified financial planner board of standards
      Aug 2005
      View certificate certificate

    • Second degree black belt in judo

      United states judo federation
      Sept 1997

    • Series 65

      Financial industry regulatory authority (finra)
      Mar 2001

    • Series 7

      Financial industry regulatory authority (finra)
      Aug 2000

    • Series 63

      Financial industry regulatory authority (finra)
      May 2000

  • Honors & Awards

    • Awarded to Jodi Nozoe Chang, CFP®
      Named as one of Forbes Best-In-State Wealth Advisors 2019 - 2024 Forbes 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com).2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com).2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source:… Show more 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com).2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com).2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com).2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com).2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19 (Source: Forbes.com). 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Show less