Chin
Chae

Edward Jones

CRD#3133658
Investment Advisor
in Tempe, AZ

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About this Advisor

Chin Chae is a financial advisor operating out of Tempe, Arizona, who has 11 years in the industry. Chae works at Edward Jones. They have been an employee of Edward Jones for their complete career. Chae has Series 63 and Series 66 licenses, qualifying them as a securities broker, and can work in Arizona. Edward Jones is an advisory company headquartered in Tempe, Arizona. It has offices in 13,586 locations and a total of 23,408 employees. It has $329 billion in total assets among its 3,047,151 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides services to 958 charitable organizations. Of its 3,047,151 client accounts, just 9% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Edward Jones has a wide range 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 charged by financial advisors largely depend on which services the firm provides the client. Fee types charged by Edward Jones most likely consist of any blend of asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

12 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

Chin Chae Work History

Chin has 12 years of experience.

2008 - Present (12 years)

Edward Jones

Disclosures

Chin Chae 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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