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RIA / WealthAdvisorCertified Financial Planner21 years in industry

JACK JUI-LIN CHANG

Advisor at TAIBAY WEALTH MANAGEMENT LLC

OAKLAND, CA

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Search this name across graphsid dfx:ria:bcaf07fd-0e27-05a2-2ef3-53701d29157f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: May 13, 2005 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: TAIBAY WEALTH MANAGEMENT LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 29, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Apr 29, 2005
First registration: May 13, 2005
Dual registered: no
IAPD individual key: 4943665

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
TAIBAY WEALTH MANAGEMENT LLC	State registered	Dec 2, 2021	n/a	yes	OAKLAND, CA	Current employment
WOODBURY FINANCIAL SERVICES, INC.	Former SEC adviser	Mar 1, 2019	Dec 2, 2021	no	OAKLAND, CA	Previous registration
QUESTAR ASSET MANAGEMENT, INC.	Former SEC adviser	Apr 2, 2013	Mar 1, 2019	no	MINNEAPOLIS, MN\|CUPERTINO, CA\|SAN JOSE, CA	Previous registration
WOODBURY FINANCIAL SERVICES, INC.	Former SEC adviser	Oct 1, 2009	Apr 2, 2013	no	CUPERTINO, CA\|CUPERTINO, CA\|ROSEVILLE, CA	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	May 13, 2005	Oct 2, 2009	no	FREMONT, CA\|WALNUT CREEK, CA\|Pleasanton, CA\|SAN FRANCISCO, CA\|Pleasanton, CA\|FREMONT, 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
WOODBURY FINANCIAL SERVICES, INC.	TAIBAY WEALTH MANAGEMENT LLC	Dec 2, 2021	Dec 2, 2021	0	Firm change	Ibd to state RIA
QUESTAR ASSET MANAGEMENT, INC.	WOODBURY FINANCIAL SERVICES, INC.	Mar 1, 2019	Mar 1, 2019	0	Bulk transfer	Ibd to ibd
WOODBURY FINANCIAL SERVICES, INC.	QUESTAR ASSET MANAGEMENT, INC.	Apr 2, 2013	Apr 2, 2013	0	Firm change	Other
MML INVESTORS SERVICES, LLC	WOODBURY FINANCIAL SERVICES, INC.	Oct 2, 2009	Oct 1, 2009	-1	Firm change	Other

Relationships

Registered with (4)

→ TAIBAY WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
Dec 2, 2021 to presentfactForm ADV
→ WOODBURY FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Mar 1, 2019 to Dec 2, 2021factForm ADV
→ QUESTAR ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Apr 2, 2013 to Mar 1, 2019factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
May 13, 2005 to Oct 2, 2009factForm ADV

Dated events

No dated event names this entity yet.