Jeffrey Chu

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

• 07/2023 → Present
  Edward Jones
  St Louis, MO
• 07/2019 → 07/2023
  Iron Mountain Inc.
  Boston, MA
• 05/2015 → 07/2019
  Alfresco Software
  Boston, MA

Other Businesses

"Luke Chu Type of business: Rental Property San Mateo, CA Start date: 2/1/2016 Property Manager Hours per week: 1 Hours during trading: 0 Desc: Address tenant turnover for long term rentals, typically annual. Ensure single unit condo is in working order for current tenant and address any issues as they arise." * Daylight CP Fund 2024, LLC Type of business: Solar Systems Investments Washington, DC Start date: 12/24/2024 LPT Hours per week: 0 Hours during trading: 0 Attend weekly business meeting via conference call (approx 2 hours per week)

Exams

• S66 Uniform Combined State Law Examination
  2023-09-06