Morgan Stanley
47yrs
Top advisor by experience in Deerfield
6yrs
Juncheng Yang
Financial advisor at Goldman Sachs Wealth Services
At a glance
Experience6 years (since 2020)
How that compares ?More experience than 51% of advisors at Goldman Sachs Wealth Services
Office540 Lake Cook Road Suite 600, Deerfield, IL 60015
How the firm is paid ?Percent of assets, Hourly, Subscription, Flat fee
States licensed ?1 state
Services through Goldman Sachs Wealth Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
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 Combined State Law Examination
Career
- 2020 – nowGoldman Sachs Wealth Services, L.P.Current firm
Questions to ask Juncheng
Tailored to Juncheng’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- 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 Juncheng
How do I contact Juncheng?
Call Goldman Sachs Wealth Services at 518-886-4000 and ask for Juncheng Yang. Juncheng works from the Deerfield, IL office.
How long has Juncheng been a financial advisor?
Juncheng has been in the industry since 2020, about 6 years. More experience than 51% of advisors at Goldman Sachs Wealth Services.
What licenses does Juncheng hold?
Series 66. Tap any license on this page to see what it allows.
Is Juncheng a fiduciary?
Juncheng is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Juncheng paid?
Goldman Sachs Wealth Services reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees. Ask Juncheng 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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