Leonardo ChangCRD Number: 6090971
Current Firm: Edward Jones
Leonardo Chang (CRD# 6090971) is an Investment Advisor Representative working at Edward Jones in Mcallen, TX and has over 3 years of experience in the finance industry.
Geneos Wealth Management, Inc.
Evans Financial Planning, Inc.
Securities America Advisors, Inc.
|Edward Jones||St Louis, MO||Jul 2014 - Current||3|
|Axa Advisors, LLC||New York, NY||Oct 2012 - Jul 2014||1|
|Unemployed||Sarasota, FL||Jul 2012 - Oct 2012||< 1|
|Ut- Pan American||Edinburg, TX||Aug 2009 - Jul 2012||2|
|Steelegate||Bradenton, FL||Jun 2009 - Aug 2009||< 1|
|South Florida Community College||Avon Park, FL||Aug 2007 - Jun 2009||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
Total Assets Under Management262,473MILLIONS
Total Number of Accounts2,049,107ACCOUNTS
Average Account Value$128,091
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY