Edward
Woo

Edward Jones

CRD#6163113
Investment Advisor
in Sparks, NV

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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

Series 63, Series 66

Years of Experience

17 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

Yes

Office Location

271 Los Altos Pkwy Ste 101
Sparks, NV 89436

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Edward Jones Brokerage Details

Total Assets Under Management

$423,236,579,906

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

25,919

NV Average: 458
Total Number of Accounts

3,336,586

NV Average: 33,415
Average Account Size

$126,847

NV 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

Edward Woo Work History

Edward has 17 years of experience.

2015 - Present (6 years)

Edward Jones

2013 - 2015 (2 years)

U.S. Bancorp Investments, Inc

2003 - 2015 (12 years)

U.S. Bank

Disclosures

Edward Woo has 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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