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Advisors / California / Chino Hills
3yrs

Yang Zhang

Financial advisor at Edward Jones

Yang Zhang is a fiduciary financial advisor in Chino Hills, California, with 3 years in the industry. Yang joined Edward Jones in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Edward Jones reports being paid through a percentage of assets and flat fees.

One of 44 advisors with offices in Chino Hills, and one of 38 fiduciaries.

Chino Hills, CA 91709Fiduciary advisor
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At a glance

Experience3 years (since 2024)
How that compares ?3 years in the industry
Office13920 City Center Dr Suite 220, Chino Hills, CA 91709
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.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. 2024 – now
    Edward JonesCurrent firm

Questions to ask Yang

Tailored to Yang’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Yang

How do I contact Yang?

Call Edward Jones at (314) 515-2000 and ask for Yang Zhang. Yang works from the Chino Hills, CA office.

How long has Yang been a financial advisor?

Yang has been in the industry since 2024, about 3 years. 3 years in the industry.

What licenses does Yang hold?

Series 66. Tap any license on this page to see what it allows.

Is Yang a fiduciary?

Yang is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Yang paid?

Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Yang 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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