Aaron ChungCRD Number: 6151000
Current Firm: Wells Fargo Advisors, LLC
Aaron Chung (CRD# 6151000) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Palo Alto, CA and has over 4 years of experience in the finance industry.
Altos Investments, Inc.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
|Wells Fargo Advisors, LLC||Palo Alto, CA||Apr 2016 - Current||1|
|Bank Of America N.a.||Los Altos, CA||Oct 2014 - Apr 2016||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Los Altos, CA||May 2014 - Oct 2014||< 1|
|Jp Morgan Securities LLC||Sunnyvale, CA||Dec 2012 - May 2014||1|
|Jpmorgan Chase Bank||Sunnyvale, CA||Aug 2012 - May 2014||1|
|Hope Auto||Sunnyvale, CA||Jan 2011 - Jul 2012||1|
|Bellarmine College Preparatory||San Jose, CA||Aug 2007 - Jun 2011||3|
|Unemployed||Milpitas, CA||Jun 2007 - Aug 2007||< 1|
|Valley Christian Jr. High School||San Jose, CA||Aug 2005 - Jun 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2013|
|S66||NASAA Uniform Combined State Law Examination||Aug 2014|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, 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
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