Brandon
Wong

Edward Jones

CRD#5822410
Investment Advisor
in Champaign, IL

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About this Advisor

Brandon Wong is a financial advisor based out of Champaign, Illinois, who has been in the financial industry for 17 years. Wong is currently employed by Edward Jones. During their career, the advisor has held roles at Edward Jones, Merrill Lynch, Legend Investments and Student. Wong maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Arizona. Edward Jones is an advisory firm that has its headquarters in Champaign, Illinois. The company has offices in 13,586 locations and a total of 23,408 advisors. It administers $329 billion in assets under management between its 3,047,151 customer accounts, making it one of the largest firms in the country by assets under management. The firm provides financial advisory services to 958 charities and foundations. Of its 3,047,151 client accounts, just 9% are associated with high-net-worth investors who have at least $1 million in investable assets. Edward Jones performs a wide range of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advice typically vary depending on the services offered. Fee types billed by Edward Jones likely include some combination of asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

18 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

Champaign, IL

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Edward Jones Brokerage Details

Total Assets Under Management

$328,988,570,418

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

23,408

IL Average: 458
Total Number of Accounts

3,047,151

IL Average: 33,415
Average Account Size

$107,966

IL 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 18 years of experience.

2012 - Present (8 years)

Edward Jones

2011 - 2011 (< 1 year)

Merrill Lynch

2010 - 2010 (< 1 year)

Legend Investments

2002 - 2011 (9 years)

Student

Disclosures

Brandon Wong 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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