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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
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 18 years of experience.
Brandon Wong has no disclosures.
Please visit their SEC profile for more details.
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