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ADV Part 2B - Brochure Supplement

Jay S. Chang · VP, Wealth Advisor

Farther Finance Advisors, LLC · Dated September 10, 2024

View ADV Part 2B (PDF) ↓

Item 1 - Cover Page

Jay S. Chang

Farther Finance Advisors, LLC

ADV Part 2B, Brochure Supplement

Dated September 10, 2024

Website: www.farther.com

Contact: Christopher Powers, Chief Compliance Officer

This Brochure Supplement provides information about Jay S. Chang that supplements the Farther Finance Advisors, LLC Brochure; you should have received a copy of that Brochure. Please contact Christopher Powers, Chief Compliance Officer, if you did not receive Farther Finance Advisors, LLC's Brochure or if you have any questions about the contents of this supplement.

Additional information about Jay S. Chang is available on the SEC's website at www.adviserinfo.sec.gov.

Item 2 - Education Background and Business Experience

Jay Soon Chang graduated from Arizona State University with a Bachelor of Applied Science degree and a Master's degree. Mr. Chang has been a VP, Wealth Advisor with Farther Finance Advisors, LLC since October 2025. From March 2018 through October 2025, Mr. Chang served as Vice President - Financial Consultant at Charles Schwab & Co., Inc. in Phoenix, AZ. From May 2017 through February 2018, Mr. Chang served as Associate Financial Consultant at Charles Schwab. From May 2016 through April 2017, Mr. Chang served as Associate Wealth Advisor at Schwab Private Client Investment Advisory. From September 2013 through April 2016, Mr. Chang served as Registered Representative at The Vanguard Group, Inc. in Scottsdale, AZ.

Item 3 - Disciplinary Information

None.

Item 4 - Other Business Activities

A. Investment-Related Business Activities

The supervised person is not actively engaged in any other investment-related businesses or occupations.

B. Licensed Insurance Agent

Mr. Chang, in his individual capacity, is a licensed insurance agent, and may recommend the purchase of certain insurance-related products on a commission basis. Clients can engage Mr. Chang to purchase insurance products on a commission basis.

Conflict of Interest

The recommendation by Mr. Chang that a client purchase an insurance commission product presents a conflict of interest, as the receipt of commissions may provide an incentive to recommend insurance products based on commissions to be received, rather than on a particular client's need. No client is under any obligation to purchase any insurance commission products from Mr. Chang. Clients are reminded that they may purchase insurance products recommended by Mr. Chang through other, non-affiliated insurance agents. The Registrant's Chief Compliance Officer, Christopher Powers, remains available to address any questions that a client or prospective client may have regarding the above conflict of interest.

Item 5 - Additional Compensation

Mr. Chang's annual compensation is based, in part, on the amount of assets under management that Mr. Chang introduces to the Registrant and the number of clients that Mr. Chang introduces to the Registrant.

Conflict of Interest

Accordingly, Mr. Chang has a conflict of interest for recommending the Registrant to clients for investment advisory services, as the recommendation could be made on the basis of compensation to be received, rather than on a client or prospective client's best interests.

Item 6 - Supervision

The Registrant provides investment advisory and supervisory services in accordance with the Registrant's policies and procedures manual. The primary purpose of the Registrant's Rule 206(4)-7 policies and procedures is to comply with the supervision requirements of Section 203(e)(6) of the Investment Advisers Act of 1940 (the “Act”).

The Registrant's Chief Compliance Officer, Christopher Powers, is primarily responsible for the implementation of the Registrant's policies and procedures and overseeing the activities of the Registrant's supervised persons.

Should an employee, independent contractor, investment adviser representative, or promoter of the Registrant have any questions regarding the applicability/relevance of the Act, the Rules thereunder, any section thereof, or any section of the policies and procedures, he/she should address those questions with the Chief Compliance Officer.

Should a client have any questions regarding the Registrant's supervision or compliance practices, please contact Mr. Powers at (415) 827-7371.

Brochure Supplement Prepared By: Farther Finance Advisors, LLC - Compliance Department

Date: September 10, 2024 · Status: Final

For Questions or Additional Information:

Christopher Powers, Chief Compliance Officer · (415) 827-7371 · www.farther.com

Additional information about Jay S. Chang is available at www.adviserinfo.sec.gov.