Sheri Ann Takako Chang Yamaguchi is an investment adviser representative (IAR) with state registration records since 2002, appearing at 3 firms. Currently registered with ONE CAPITAL MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ONE CAPITAL MANAGEMENT, LLC | 2024-03-26 | present | Yes |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | 2011-07-12 | 2024-04-01 | — |
| BAY ISLE FINANCIAL LLC | 2002-11-06 | 2004-12-31 | — |