Aaron Chung

Edward Jones

10 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Edward Jones

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

22592 advisors

Number of Clients

3,743,795 clients

Average Client Portfolio

$220K average

Assets Under Management

$825.0B

Fee Structure

Minimum Investment:$5K

Financial Planning:Investment management only

Location

4966 El Camino Real Ste 125, Los Altos, CA, 94022

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Edward Jones

March 2023 - Present · 2 yrs 11 mos

Edward JonesBroker

March 2023 - Present · 2 yrs 11 mos

Previous Registrations

Fidelity Personal and Workplace Advisors

March 2022 - March 2023 · 1 yr

Fidelity Brokerage Services LLCBroker

February 2022 - March 2023 · 1 yr 1 mo

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

April 2020 - December 2020 · 8 mos

Merrill Lynch, Pierce, Fenner & Smith Incorporated

April 2020 - December 2020 · 8 mos

Wells Fargo Clearing Services, LLC

April 2016 - September 2019 · 3 yrs 5 mos

Wells Fargo Clearing Services, LLCBroker

April 2016 - September 2019 · 3 yrs 5 mos

Merrill Lynch, Pierce, Fenner & Smith Incorporated

August 2014 - April 2016 · 1 yr 8 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

June 2014 - April 2016 · 1 yr 10 mos

J.P. Morgan Securities LLCBroker

March 2013 - May 2014 · 1 yr 2 mos

State Registrations5 states

CAFLNVSCTX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.