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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
Years of Experience
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Edward Jones Brokerage Details
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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.
Brandon Wong has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones
Buffalo Grove, IL
Maryland Heights, MO