Joe Chung
Investment adviser representative at Advisifi LLC
12 yearsExperience
48 statesRegistered in
$1.8MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Advisifi, LLCOct 2025 to now
- Investifi Securities, LLCOct 2025 to now
- Sofi Securities, LLCAug 2024 to Oct 2025
- Southern California EdisonMar 2024 to Aug 2024
- Trade AppNov 2021 to Jan 2024
- FinraJun 2021 to Nov 2021
- Unionbanc Investment ServicesJun 2014 to Jun 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 48 states (AK, AL, AR, AZ, CA, CO, CT, DE, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TX, UT, VA, VI, VT, WA, WI, WV, WY).
Advisifi LLC
$1.8MAssets managed
134Clients
1Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2428230
- Firm CRD
- 332477