Aaron Chung

Edward Jones

10 Years of Experience

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Firm Information

Edward Jones

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

22592 advisors

Number of Clients

3,743,795 clients

Average Client Portfolio

$220K average

Assets Under Management

$825.0B

Fee Structure

This document describes Edward Jones' Investment Advisory Program (IAP). Fees are asset-based, meaning you'll pay a percentage of the assets managed in your account. The specific fee structure is not detailed in this excerpt. Contact your financial advisor or visit edwardjones.com/advisorybrochures for more information on fees and minimum investment requirements.

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Areas of Practice

Investment Management

Advisor Information

Office location

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

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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.