Morgan Stanley
46yrs
Top advisor by experience in Long Beach
13yrs
Sofian Haikal
Financial advisor at Edward Jones
Sofian Haikal has worked in the financial industry for 13 years and is a fiduciary financial advisor based in Long Beach, California. Sofian has been with Edward Jones since 2016. Sofian holds the CFA designation.
One of 359 advisors with offices in Long Beach, and one of 316 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?More experience than 60% of advisors at Edward Jones
Office3780 Kilroy Airport Way Suite 810, Long Beach, CA 90806
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?2 states
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2016 – nowEdward JonesCurrent firm
Questions to ask Sofian
Tailored to Sofian’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Sofian
How do I contact Sofian?
Call Edward Jones at (314) 515-2000 and ask for Sofian Haikal. Sofian works from the Long Beach, CA office.
How long has Sofian been a financial advisor?
Sofian has been in the industry since 2013, about 13 years. More experience than 60% of advisors at Edward Jones.
What licenses does Sofian hold?
Series 66. Tap any license on this page to see what it allows.
Is Sofian a fiduciary?
Sofian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sofian paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Sofian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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