David Jeung Ow
Investment adviser representative at Chequers Financial Management LLC
17 yearsExperience
1 stateRegistered in
$1.3BFirm assets
10 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Chequers Financial Management LLCJan 2022 to now
- Thoerner & Toma CpaMar 2012 to Jun 2018
- Self-employmentJan 2009 to Dec 2021
Exams passed
- Series 66 · Uniform Combined State Law1999
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
Chequers Financial Management LLC
$1.3BAssets managed
256Clients
11Advisers
10 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
- 3086073
- Firm CRD
- 175209