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RIA / WealthAdvisor25 years in industry

John Chang

Advisor at BLUESPRING WEALTH MANAGEMENT, LLC

WALNUT CREEK, CA | AUSTIN, TX

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Search this name across graphsid dfx:ria:0d6a5761-822c-dd26-1cd2-913e21110402

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Sep 17, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BLUESPRING WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 17, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S65|S66
First exam: Jan 17, 2001
First registration: Sep 17, 2002
Dual registered: no
IAPD individual key: 4313991

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BLUESPRING WEALTH MANAGEMENT, LLC	Independent wealth	May 20, 2026	n/a	yes	WALNUT CREEK, CA\|AUSTIN, TX	Current employment
CAPITAL PLANNING ADVISORS LLC	Former SEC adviser	Mar 4, 2026	Jun 8, 2026	no	Walnut Creek, CA\|ROSEVILLE, CA	Previous registration
BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.	Former SEC adviser	Dec 13, 2022	Jun 8, 2026	no	WALNUT CREEK, CA	Previous registration
STIFEL, NICOLAUS & COMPANY, INCORPORATED	National bd RIA	Mar 1, 2012	Apr 16, 2012	no	SAN FRANCISCO, CA	Previous registration
THOMAS WEISEL PARTNERS LLC	Former SEC adviser	Jun 4, 2007	Mar 1, 2012	no	SAN FRANCISCO, CA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jul 1, 2003	Jun 6, 2007	no	SAN FRANCISCO, CA\|SAN FRANCISCO, CA	Previous registration
PRUDENTIAL EQUITY GROUP, LLC	n/a	Sep 17, 2002	Jul 1, 2003	no	SAN FRANCISCO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.	CAPITAL PLANNING ADVISORS LLC	Jun 8, 2026	Mar 4, 2026	-96	Firm change after gap	RIA to RIA
CAPITAL PLANNING ADVISORS LLC	BLUESPRING WEALTH MANAGEMENT, LLC	Jun 8, 2026	May 20, 2026	-19	Firm change	RIA to RIA
STIFEL, NICOLAUS & COMPANY, INCORPORATED	BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.	Apr 16, 2012	Dec 13, 2022	3,893	Firm change after gap	Ibd to RIA
THOMAS WEISEL PARTNERS LLC	STIFEL, NICOLAUS & COMPANY, INCORPORATED	Mar 1, 2012	Mar 1, 2012	0	Channel change	Other
WELLS FARGO ADVISORS	THOMAS WEISEL PARTNERS LLC	Jun 6, 2007	Jun 4, 2007	-2	Firm change	Other
PRUDENTIAL EQUITY GROUP, LLC	WELLS FARGO ADVISORS	Jul 1, 2003	Jul 1, 2003	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
107326:170266:CA:2026-06-08	Jun 8, 2026	Mar 4, 2026	WALNUT CREEK, CA	Firm change after gap
170266:152667:CA:2026-06-08	Jun 8, 2026	May 20, 2026	ROSEVILLE, CA	Firm change

Relationships

Registered with (7)

→ BLUESPRING WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
May 20, 2026 to presentfactForm ADV
→ BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.Registered adviserregistration: previous registration
Dec 13, 2022 to Jun 8, 2026factForm ADV
→ CAPITAL PLANNING ADVISORS LLCRegistered adviserregistration: previous registration
Mar 4, 2026 to Jun 8, 2026factForm ADV
→ STIFEL, NICOLAUS & COMPANY, INCORPORATEDRegistered adviserregistration: previous registration
Mar 1, 2012 to Apr 16, 2012factForm ADV
→ THOMAS WEISEL PARTNERS LLCRegistered adviserregistration: previous registration
Jun 4, 2007 to Mar 1, 2012factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jul 1, 2003 to Jun 6, 2007factForm ADV
→ PRUDENTIAL EQUITY GROUP, LLCRegistered adviserregistration: previous registration
Sep 17, 2002 to Jul 1, 2003factForm ADV

Dated events

Occurred
Jun 8, 2026
Advisor changed firm
John Chang left Capital Planning Advisors Llc for Bluespring Wealth Management, Llc (registered 2026-05-20)
Form ADVobserved 6 days ago
Occurred
Jun 8, 2026
Advisor changed firm
John Chang left Bedell Frazier Investment Counselling, Llc. for Capital Planning Advisors Llc (registered 2026-03-04)
Form ADVobserved 6 days ago