Hooman Karbasion

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

• 07/2007 → 12/2017
  Wells Fargo Bank Na
  Long Beach, CA
• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Foothill Ranch, CA
• 11/2016 → 12/2017
  Wells Fargo Clearing Services, Llc
  Foothill Ranch, CA
• 12/2017 → Present
  Edward Jones
  St Louis, MO

Other Businesses

Presbyterian Church of the Master Mission Viejo, CA Start date: 4/3/2023 Finance Committee Member Hours per week: 0 Hours during trading: 0 Review Investment Policy, review balance sheet, and helping with overall finances.

Exams

• S66 Uniform Combined State Law Examination
  2018-01-04
• S63 Uniform Securities Agent State Law Examination
  2010-04-20

Designations

• Certified Financial Planner