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CFP
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CFP

Colbert Chang

Edward Jones
27 Years of Experience
Tempe, AZ
Broker
View SEC Summary
View SEC Summary

Colbert Chang is a CFP-designated registered investment advisor at Edward Jones, based in Tempe, AZ, with 27 years of industry experience. Colbert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Edward Jones
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8620 South River Parkway, Tempe, AZ, 85284

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Colbert is a member of Kalakahe Ventures LLC, which owns 36 acres of raw land. He spends minimal time reviewing and paying annual HOA fees and taxes.

Employment History
Current Registrations
Edward Jones
June 2026 - Present · 4 mos
Edward JonesBroker
June 2026 - Present · 4 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - July 2026 · 1 yr 4 mos
Fidelity Personal and Workplace Advisors
March 2021 - March 2025 · 4 yrs
Fidelity Brokerage Services LLCBroker
January 2021 - July 2026 · 5 yrs 6 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
March 2019 - November 2020 · 1 yr 8 mos
Advice and Planning Services
March 2019 - November 2020 · 1 yr 8 mos
Ronald Blue & CO., LLC
October 2016 - August 2017 · 10 mos
Vanguard Advisers INC
June 2016 - September 2016 · 3 mos
Vanguard Marketing CorporationBroker
June 2016 - September 2016 · 3 mos
Advice and Planning Services
July 2014 - May 2016 · 1 yr 10 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
June 2014 - May 2016 · 1 yr 11 mos
Schwab Private Client Investment Advisory, INC.
January 2012 - June 2014 · 2 yrs 5 mos
Charles Schwab & CO., INC.
May 2009 - December 2011 · 2 yrs 7 mos
Charles Schwab & CO., INC.Broker
April 2009 - June 2014 · 5 yrs 2 mos
Charles Schwab & CO., INC.Broker
January 1997 - March 2009 · 12 yrs 2 mos
American Express Financial Advisors INC.Broker
September 1996 - January 1997 · 4 mos
Ids Life Insurance CompanyBroker
September 1996 - January 1997 · 4 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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