Eden Jiwon Chang
Investment adviser representative at Mariner Independent
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$7.3BFirm assets
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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
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Mariner IndependentMay 2026 to now
- Mariner Platform SolutionsMay 2026 to now
- Rolling Hills AdvisorsApr 2026 to now
- AtkaAug 2023 to Mar 2026
- Hightower Advisors LLCJul 2019 to Aug 2023
- LourdmurrayOct 2018 to Jul 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2012 to Oct 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (CA).
Mariner Independent
Legal name: Mariner Platform Solutions, LLC
$7.3BAssets managed
4,307Clients
120Advisers
7 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
- 6544501
- Firm CRD
- 305418