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 2 years of experience in the finance industry.
Evans Financial Planning, Inc.
Securities America Advisors, Inc.
Lpl Financial LLC
|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|
|Steele Gate||Bradenton, FL||May 2007 - Aug 2007||< 1|
|Sarasota High School||Sarasota, FL||Jun 2003 - May 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- 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)