Mai Bach Luc

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → Present
  Edward Jones
  Tempe, AZ

Previous Registrations

• 2005-07-06 → 2006-01-24
  Chase Investment Services Corp.
  Chicago, IL
  Phoenix, AZ
• 2002-10-30 → 2005-07-06
  Banc One Securities Corporation
  Phoenix, AZ

Other Businesses

Rental Home Type of business: Rental Property Mesa, AZ Start date: 3/1/2009 Owner Hours per week: 0 Hours during trading: 0 Maintenance of the house for tenants' needs. ButTre Magazine Chandler, AZ Start date: 1/1/2014 English Editor Hours per week: 0 Hours during trading: 0 Edit articles received in English (this is a Vietnamese cultural magazine that is non-profit (501c)). I occasionally write articles on cultural topics of interest. I will interview pageant winners, fashion designers, singers, small business owners, etc. Article are non-finance related.

Exams

• S66 Uniform Combined State Law Examination
  2000-08-22

Designations

• Certified Financial Planner

Other Names

• Mai B Luc