About this Advisor
Edward Woo is a financial advisor who works in Sparks, Nevada, who has been in the industry for 17 years. Woo is currently employed by Edward Jones. Their career trajectory has included roles at U.S. Bank, U.S. Bancorp Investments, Inc and Edward Jones. Woo has Series 63 and Series 66 licenses, designating them as a securities agent, and is able to advise clients in Nevada and Texas. Edward Jones is a registered investment business based out of Sparks, Nevada. The investment advisory business has offices in 14,439 locations and a total of 25,919 financial advisors. It controls $423 billion in assets under management between its 3,336,586 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 1,064 charitable organizations. Of its 3,336,586 accounts, just 10% are held by high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm offers a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules typically vary depending on which services are offered. Fee types billed by Edward Jones may include any blend 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
Edward Woo Work History
Edward has 17 years of experience.
U.S. Bancorp Investments, Inc
Edward Woo has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones