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Justin Lin Chang

Investment adviser representative at Freestone Capital Management, LLC
11 yearsExperience
1 stateRegistered in
$14.5BFirm assets
18 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 assetsFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

11 years in the industry.

  1. Freestone Capital Management, LLCAug 2026 to now
  2. Ameriprise Financial Services, LLCSep 2025 to Jul 2026
  3. Kenworth Truck CompanyJun 2025 to Sep 2025
  4. Secret Burger KitchenMay 2025 to Jun 2025
  5. Kenworth Truck CompanyJun 2024 to Sep 2024
  6. Bonchon First HillOct 2021 to May 2025
  7. Secondary School (pacific Cascade Ms & Issaquah Highschool)Sep 2015 to Jul 2021

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (WA).

Freestone Capital Management, LLC

$14.5BAssets managed
2,994Clients
66Advisers
18 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
8168774
Firm CRD
145711
Advisor's SEC record (opens in a new tab)
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