Markus Wong

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:

Current Employers

Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-03-31
CA	RA	APPROVED	2019-02-20

TX RA
APPROVED

Since 2022-03-31
CA RA
APPROVED

Since 2019-02-20

Branch Locations

Irvine, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Edward Jones	St Louis	MO	12/2018	Present
Beijing Lisi Trading Company	Beijing		05/2013	11/2018

12/2018 → Present

Edward Jones

St Louis, MO
05/2013 → 11/2018

Beijing Lisi Trading Company

Beijing

Other Businesses

Spice and Rice Type: Food Services Date: 02/26/25 Title: President Trad Hrs: 0 Tot Hrs: 2 Desc: managing the finances City-State: Irvine CA*** Kelly's Closet LLC Type: Apparel/Consulting Date: 06/18/21 Title: Owner Trad Hrs: 0 Tot Hrs: 10 Desc: work with accountant to manage books City-State: Irvine CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-02-19

S66 Uniform Combined State Law Examination

2019-02-19

Other Names

Markus Wong
Markus Darren Wong

View on SEC IAPD