Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Chung is a financial advisor with Edward Jones. Aaron has been in the financial services industry since 2014. Aaron holds Series 6, 7, 63, and 66 securities licenses. Aaron is registered to provide investment advisory services in California and Texas. Aaron Chung has experience working with individuals, businesses, corporations, investment clubs, high-net-worth individuals, charitable organizations, and pension plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CA
04/03/2023 - Present
Edward Jones (LOS ALTOS CA)
CA
02/02/2022 - 03/02/2023
FIDELITY BROKERAGE SERVICES LLC (SUNNYVALE CA)
CA
04/01/2020 - 12/01/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN MATEO CA)
CA
04/07/2016 - 09/23/2019
WELLS FARGO CLEARING SERVICES, LLC (PALO ALTO CA)
CA
06/10/2014 - 04/08/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MENLO PARK CA)
CA
03/25/2013 - 05/16/2014
J.P. MORGAN SECURITIES LLC (MENLO PARK CA)
BOTH
Issued 08/20/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/22/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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