Vi Chan, financial advisor Rancho Cucamonga CA

Vi Chan

CRD Number: 5817699
Current Firm: Edward Jones

Vi Chan (CRD# 5817699) is an Investment Advisor Representative working at Edward Jones in Rancho Cucamonga, CA and has over 5 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Edward Jones St Louis, MO May 2019 - Current 5
Unemployed Rancho Cucamonga, CA Aug 2018 - May 2019 < 1
Mgm Resorts International Las Vegas, NV Jun 2017 - Aug 2018 1
Unemployed Las Vegas, NV Feb 2017 - Jun 2017 < 1
Pacific Global Investment Management Company Glendale, CA Apr 2014 - Feb 2017 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for Vi Chan
Phone Number: 314-515-2000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    692,248
    MILLIONS
  • Total Number of Accounts
    4,749,388
    ACCOUNTS
  • Average Account Value
    $145,755
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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

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