Joming Chiang
Investment adviser representative at Cerity Partners LLC
10 yearsExperience
2 statesRegistered in
CFADesignation
$161.7BFirm 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 feePerformance-based
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
10 years in the industry.
- Cerity Partners LLCJan 2026 to now
- Sol Capital Management CompanyJul 2024 to Dec 2025
- UnemployedOct 2023 to Jul 2024
- Universal InvestmentMay 2019 to Sep 2023
- DwsFeb 2019 to Apr 2019
- BlackrockJun 2018 to Aug 2018
- Frankfurt School of Finance and ManagementAug 2017 to Aug 2019
- Extended TravelMay 2016 to Aug 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
Cerity Partners LLC
$161.7BAssets managed
26,230Clients
678Advisers
16 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
- 7972713
- Firm CRD
- 151559