J.p. Morgan Securities
47yrs
Top 1% by experience in Los Angeles
29yrs
Aaron Chang
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith
At a glance
Experience29 years (since 1997)
How that compares ?Top 17% by experience in Los Angeles
Office2049 Century Park E, Los Angeles, CA 90067
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?2 states
Services through Merrill Lynch, Pierce, Fenner & Smith
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2013 – nowMerrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent firm
- Oct 2011 – Aug 2013Morgan StanleyPreviously
- 2004 – 2010U.s. Bancorp Advisors, LLCPreviously
Questions to ask Aaron
Tailored to Aaron’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Aaron
How do I contact Aaron?
Call Merrill Lynch, Pierce, Fenner & Smith at 800-637-7455 and ask for Aaron Chang. Aaron works from the Los Angeles, CA office.
How long has Aaron been a financial advisor?
Aaron has been in the industry since 1997, about 29 years. Top 17% by experience in Los Angeles.
What licenses does Aaron hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Aaron a fiduciary?
Aaron is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Aaron paid?
Merrill Lynch, Pierce, Fenner & Smith reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Aaron for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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