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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)17 years in industry

COLBERT D. CHANG

Advisor at EDWARD JONES

ST. LOUIS, MO | TEMPE, AZ

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: May 6, 2009 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EDWARD JONES
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 5, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66|S63
First exam: May 5, 2009
First registration: May 6, 2009
Dual registered: yes, broker-dealer
Other names: COLBERT DAVID CHANG|COLBERT DAVID CHANG|COLBERT DAVID CHANG
IAPD individual key: 2310025

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EDWARD JONES	National bd RIA	Jun 22, 2026	n/a	yes	ST. LOUIS, MO\|TEMPE, AZ	Current employment
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	Jul 6, 2026	no	SCOTTSDALE, AZ\|SCOTTSDALE, AZ\|SCOTTSDALE, AZ\|SCOTTSDALE, AZ\|BOSTON, MA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Mar 5, 2021	Mar 31, 2025	no	SALT LAKE CITY, UT	Previous registration
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Mar 4, 2019	Nov 13, 2020	no	Phoenix, AZ	Previous registration
RONALD BLUE & CO., LLC	Former SEC adviser	Oct 5, 2016	Aug 1, 2017	no	Tempe, AZ	Previous registration
VANGUARD ADVISERS, INC.	Bd affiliated wealth	Jun 28, 2016	Sep 29, 2016	no	SCOTTSDALE, AZ	Previous registration
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Jul 2, 2014	May 11, 2016	no	Phoenix, AZ	Previous registration
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	Jan 3, 2012	Jun 17, 2014	no	PHOENIX, AZ	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	May 6, 2009	Dec 31, 2011	no	PHOENIX, AZ\|Phoenix, AZ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
STRATEGIC ADVISERS LLC	EDWARD JONES	Jul 6, 2026	Jun 22, 2026	-14	Firm change	Ibd to ibd
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
ADVICE AND PLANNING SERVICES	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Nov 13, 2020	Mar 5, 2021	112	Firm change	Ibd to ibd
RONALD BLUE & CO., LLC	ADVICE AND PLANNING SERVICES	Aug 1, 2017	Mar 4, 2019	580	Firm change after gap	Other
VANGUARD ADVISERS, INC.	RONALD BLUE & CO., LLC	Sep 29, 2016	Oct 5, 2016	6	Firm change	Other
ADVICE AND PLANNING SERVICES	VANGUARD ADVISERS, INC.	May 11, 2016	Jun 28, 2016	48	Firm change	Other
SCHWAB WEALTH ADVISORY, INC.	ADVICE AND PLANNING SERVICES	Jun 17, 2014	Jul 2, 2014	15	Firm change	Other
CHARLES SCHWAB & CO., INC.	SCHWAB WEALTH ADVISORY, INC.	Dec 31, 2011	Jan 3, 2012	3	Bulk transfer	Other

Relationships

Registered with (8)

→ EDWARD JONESRegistered adviserregistration: current employment
Jun 22, 2026 to presentfactForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 31, 2025 to Jul 6, 2026factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Mar 5, 2021 to Mar 31, 2025factForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Mar 4, 2019 to Nov 13, 2020factForm ADV
→ RONALD BLUE & CO., LLCRegistered adviserregistration: previous registration
Oct 5, 2016 to Aug 1, 2017factForm ADV
→ VANGUARD ADVISERS, INC.Registered adviserregistration: previous registration
Jun 28, 2016 to Sep 29, 2016factForm ADV
→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: previous registration
Jan 3, 2012 to Jun 17, 2014factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
May 6, 2009 to Dec 31, 2011factForm ADV

Dated events

Occurred
Jul 6, 2026
Advisor changed firm
Colbert D. Chang left Strategic Advisers Llc for Edward Jones (registered 2026-06-22)
Form ADVobserved 5 days ago