Yohan Chung

Financial advisor at Edward Jones · Santa Fe Springs, CA

Last updated 2026-10-10

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Yohan Chung is a financial advisor at Edward Jones in Santa Fe Springs, CA, CRD 7696757. Licenses and exams on the registration: Series 66. IAPD registration began 2025-09-19.

Registration

CRD number
7696757
Registration status
Active
IAPD registration
2025-09-19
Industry Experience
1 year
Work Experience
11 years
States registered
CA

Licenses and exams

  • Series 66

Work history

  • 2025-06 to Present · Edward Jones · St. Louis, MO
  • 2020-08 to 2025-06 · Orange County Children's Therapeutic Arts Center · Santa Ana, CA
  • 2023-02 to 2023-10 · Crown Wealth Management · Costa Mesa, CA
  • 2019-01 to 2020-08 · Self Employment · Los Angeles, CA
  • 2019-06 to 2019-07 · Wayfinder Family Services · Los Angeles, CA
  • 2015-08 to 2019-05 · Biola University · La Mirada, CA

Current employment

SEC IAPD record for Yohan Chung

Edward Jones

Regulatory AUM
$1,013,608,323,988
Registered advisors
24,147
Offices
15,412
Clients per advisor
168.5 (High)
Average AUM per client
$249.1K (Low)
High-net-worth client ratio
9.2% (Low)

Edward Jones: advisors, services and reported ETF investments

About

Yohan Chung is a financial advisor at Edward Jones in Santa Fe Springs, CA. Reported securities licenses include Series 66. The latest record indicates 1 year of industry experience and 11 years of reported work history. Reported roles include Orange County Children's Therapeutic Arts Center, Crown Wealth Management, Self Employment, Wayfinder Family Services, among others.

Edward Jones' firm-level Form ADV reports 24,147 advisors across 15,412 offices; approximately 168.5 clients per advisor, average assets per client of $249,085, and regulatory AUM of $1T; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.

What this firm offers

Filed by Edward Jones on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)
  • Other

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency

Location

12016 Telegraph Rd Suite 105, Santa Fe Springs, CA 90670-3784

3 advisors at this office.

Edward Jones office in Santa Fe Springs, CA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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