Ankit
Chugh

Edward Jones

CRD#6182919
Investment Advisor
in Tempe, AZ

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About this Advisor

Ankit Chugh is a financial advisor operating out of Tempe, Arizona, who has 10 years in the industry. Chugh is on the advisory team at Edward Jones. During their career, the advisor has held roles at Arizona State University, Professional Employment Group (Peg), Edward Jones and Target Corporation. Chugh holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Arizona and Washington. Edward Jones is a financial advisory firm headquartered in Tempe, Arizona. It has offices in 13,586 locations and a total of 23,408 advisors. It controls $329 billion in assets among its 3,047,151 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 958 charitable organizations. Of its 3,047,151 customer accounts, just 9% are associated with high-net-worth clients who have more than $1 million in assets. The firm performs a diverse array of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management depend on the services. Fee types charged by Edward Jones most likely include asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

8640 S River Parkway
Tempe, AZ 85284

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Edward Jones Brokerage Details

Total Assets Under Management

$328,988,570,418

AZ Average: $11,469,110,461
Total Number of Employees

23,408

AZ Average: 458
Total Number of Accounts

3,047,151

AZ Average: 33,415
Average Account Size

$107,966

AZ Average: $343,232

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Ankit Chugh Work History

Ankit has 11 years of experience.

2013 - Present (7 years)

Edward Jones

2013 - 2013 (< 1 year)

Professional Employment Group (Peg)

2011 - 2013 (2 years)

Target Corporation

2010 - 2010 (< 1 year)

Arizona State University

2010 - 2010 (< 1 year)

Target Corporation

2009 - 2010 (1 year)

Arizona State University

Disclosures

Ankit Chugh has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Logan Bryant
Lenoir City, TN
Brooks Farmer
Charleston, WV
Jamie Mladenoff
Hanover, PA
Jessica Millan
Rochester, NY
Samuel Bates
Saint George, UT
Shawn Bulliner
Florence, SC
Gabriel Rockers
Saint Joseph, MO
Craig Dennis
Middletown, CT

This content was compiled from the SEC and FINRA.

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