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RIA / WealthAdvisordual registered (broker-dealer)17 years in industry

EVAN TAEJIN CHUNG

Advisor at NAVY FEDERAL INVESTMENT SERVICES, LLC

Pasadena, CA | San Diego, CA

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Search this name across graphsid dfx:ria:e83cc416-8ac0-4afc-011a-bbfc8a637a4c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 1
On other graphs: 0
Observed: May 4, 2009 to Sep 15, 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: NAVY FEDERAL INVESTMENT SERVICES, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 4, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 9
Current registrations: 1
Registered states: 1
Exams: S65|S66
First exam: Sep 9, 2023
First registration: May 4, 2009
Dual registered: yes, broker-dealer
Other names: Evan Chung
IAPD individual key: 5588473

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
NAVY FEDERAL INVESTMENT SERVICES, LLC	Bd affiliated wealth	May 19, 2026	n/a	yes	Pasadena, CA\|San Diego, CA	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	May 15, 2025	May 23, 2026	no	PASADENA, CA\|THOUSAND OAKS, CA\|SHERMAN OAKS, CA	Previous registration
CUSO FINANCIAL SERVICES, L.P.	Former SEC adviser	Mar 18, 2024	May 15, 2025	no	PASADENA, CA\|SHERMAN OAKS, CA\|THOUSAND OAKS, CA	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Jul 17, 2019	Oct 7, 2020	no	LONG BEACH, CA\|Long Beach, CA	Previous registration
CANTELLA & CO., INC.	Former SEC adviser	Apr 28, 2017	Aug 2, 2019	no	Carlsbad, CA\|Malden, MA\|Carlsbad, CA	Previous registration
J. W. COLE ADVISORS, INC.	Bd affiliated wealth	Feb 12, 2014	May 15, 2017	no	CARLSBAD, CA\|TAMPA, FL	Previous registration
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	Apr 8, 2013	Jan 31, 2014	no	CARLSBAD, CA\|CARLSBAD, CA	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Oct 1, 2012	Apr 8, 2013	no	OCEANSIDE, CA\|OCEANSIDE, CA\|OCEANSIDE, CA\|OCEANSIDE, CA\|OCEANSIDE, CA	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Jun 28, 2010	Oct 1, 2012	no	OCEANSIDE, CA\|OCEANSIDE, CA\|OCEANSIDE, CA\|OCEANSIDE, CA\|OCEANSIDE, CA\|OCEANSIDE, CA	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	May 4, 2009	Jun 8, 2010	no	SAN DIEGO, CA\|SAN DIEGO, 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
LPL FINANCIAL LLC	NAVY FEDERAL INVESTMENT SERVICES, LLC	May 23, 2026	May 19, 2026	-4	Firm change	Ibd to ibd
CUSO FINANCIAL SERVICES, L.P.	LPL FINANCIAL LLC	May 15, 2025	May 15, 2025	0	Bulk transfer	Ibd to ibd
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	CUSO FINANCIAL SERVICES, L.P.	Oct 7, 2020	Mar 18, 2024	1,258	Firm change after gap	Ibd to ibd
CANTELLA & CO., INC.	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Aug 2, 2019	Jul 17, 2019	-16	Firm change	Ibd to ibd
J. W. COLE ADVISORS, INC.	CANTELLA & CO., INC.	May 15, 2017	Apr 28, 2017	-17	Firm change	Other
SECURITIES AMERICA ADVISORS, INC.	J. W. COLE ADVISORS, INC.	Jan 31, 2014	Feb 12, 2014	12	Firm change	Other
J.P. MORGAN SECURITIES LLC	SECURITIES AMERICA ADVISORS, INC.	Apr 8, 2013	Apr 8, 2013	0	Firm change	Other
CHASE INVESTMENT SERVICES CORP.	J.P. MORGAN SECURITIES LLC	Oct 1, 2012	Oct 1, 2012	0	Bulk transfer	Other
WELLS FARGO INVESTMENTS, LLC	CHASE INVESTMENT SERVICES CORP.	Jun 8, 2010	Jun 28, 2010	20	Firm change	Other

Relationships

Registered with (10)

→ NAVY FEDERAL INVESTMENT SERVICES, LLCRegistered adviserregistration: current employment
May 19, 2026 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
May 15, 2025 to May 23, 2026factForm ADV
→ CUSO FINANCIAL SERVICES, L.P.Registered adviserregistration: previous registration
Mar 18, 2024 to May 15, 2025factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Jul 17, 2019 to Oct 7, 2020factForm ADV
→ CANTELLA & CO., INC.Registered adviserregistration: previous registration
Apr 28, 2017 to Aug 2, 2019factForm ADV
→ J. W. COLE ADVISORS, INC.Registered adviserregistration: previous registration
Feb 12, 2014 to May 15, 2017factForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviserregistration: previous registration
Apr 8, 2013 to Jan 31, 2014factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Oct 1, 2012 to Apr 8, 2013factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Jun 28, 2010 to Oct 1, 2012factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
May 4, 2009 to Jun 8, 2010factForm ADV

Dated events

Occurred
May 23, 2026
Advisor changed firm
Evan Taejin Chung left Lpl Financial Llc for Navy Federal Investment Services, Llc (registered 2026-05-19)
Form ADVobserved 4 days ago