Robert
Chung

Edward Jones

CRD#2371093
Investment Advisor
in Kahului, HI

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About this Advisor

Robert Chung is a certified financial planner working out of Kahului, Hawaii, with 10 years of professional experience. Chung is currently employed by Edward Jones. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of Hawaii, Dhs, Bank Of America, N.A, American Savings Bank, Cetera Investment Services LLC, Cetera Investment Advisers LLC and Edward Jones. Chung holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and is able to operate in Hawaii. Edward Jones is an advisory firm based out of Kahului, Hawaii. The investment advisory business has offices in 14,439 locations and a total of 25,919 advisors. It has $423 billion in assets under management among its 3,336,586 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 1,064 charitable organizations. Of its 3,336,586 customer accounts, just 10% are held by high-net-worth clients who have at least $1 million in investable assets. Edward Jones provides a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules depend on which services the firm provides the client. Fees charged by Edward Jones may include any blend of asset-based and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

10 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

430 Kele Street Suite 701
Kahului, HI 96732

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Edward Jones Brokerage Details

Total Assets Under Management

$423,236,579,906

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

25,919

HI Average: 458
Total Number of Accounts

3,336,586

HI Average: 33,415
Average Account Size

$126,847

HI 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

Robert Chung Work History

Robert has 10 years of experience.

2019 - Present (2 years)

Edward Jones

2017 - 2018 (1 year)

American Savings Bank

2017 - 2018 (1 year)

Cetera Investment Services LLC

2017 - 2018 (1 year)

Cetera Investment Advisers LLC

2015 - 2016 (1 year)

Bank Of America, N.A

2014 - 2016 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2014 (< 1 year)

Bank Of Hawaii

2013 - 2013 (< 1 year)

Dhs

Disclosures

Robert Chung has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Marcelo Fallick
Houston, TX
Nicholas Horstman
Williamston, MI
Brian Webb
Madisonville, KY
Ryan Collins
Amery, WI
Danielle Patnode
Erie, CO
Nolan Jeter
Atlanta, GA
Meghan Casey
Milford, NJ
Donald Smith
Suffolk, VA

This content was compiled from the SEC and FINRA.

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