Joseph Jang Private Wealth Manager

Joseph is a client-focused financial services professional who holds his Series 7, 63, and 66 licenses and brings nearly four years of industry experience. His background includes time at Charles Schwab and, most recently, Robert W. Baird, where he supported clients as a Client Specialist and developed a strong foundation in investment services and client relationship support.

A graduate of the University of Colorado Boulder, Joseph brings a disciplined, goal-oriented mindset to his work. Outside of the office, he is currently training for both a Half Ironman and a full Ironman, reflecting his commitment to preparation, endurance, and continuous improvement.