Brandon
Wong

Edward Jones

CRD#5822410
Investment Advisor
in Tempe, AZ

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About this Advisor

Brandon Wong is a financial advisor whose office is in Tempe, Arizona. Currently a registered advisor with Edward Jones, Wong has 16 years of experience in the financial advisory industry. Wong has a Series 66 license, which certifies them as both a securities agent and an investment advisor representative. Wong is able to operate in Arizona. Wong has gained experience at Express Scripts, Edward Jones, Merrill Lynch, Legend Investments and Student. Edward Jones is headquartered in Tempe, Arizona, and has 12,884 other locations throughout the United States. As a company, Edward Jones manages $312 billion in assets throughout 2,500,304 client accounts and retains more than 23,510 people. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the country. The firm manages 917,687 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 7% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Edward Jones can offer portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

16 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

8620 South 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

Brandon Wong Work History

Brandon has 16 years of experience.

2012 - Present (7 years)

Edward Jones

2011 - 2011 (< 1 year)

Merrill Lynch

2010 - 2010 (< 1 year)

Legend Investments

2009 - 2009 (< 1 year)

Express Scripts

2002 - 2011 (9 years)

Student

Disclosures

Brandon Wong has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Justin Sorensen
Suffolk, VA
Rebecca Lobosco
Buffalo Grove, IL
Kevin Dwyer
Woodstock, IL
Joel Carignan
Stockton, CA
Jeffery Trentham
Arlington, TX
John Neuenswander
Ballwin, MO
Jon Wallin
Maryland Heights, MO
Davis Linden
Golden, CO

This content was compiled from the SEC and FINRA.

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