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portrait of Jeff Chu
FINANCIAL ADVISOR

Jeff Chu

411 Borel Avenue, Suite 505, San Mateo, CA 94402opens in a new window
Accepting New Clients
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About Jeff

Finance and investing are an integral yet often overlooked part of our lives. It helps enable you to achieve personal aspirations, inspire you to live out your dreams, and ensure your ability to take care of your loved ones throughout your life journey. This is my focus and priority for my clients.

My own journey has allowed me an opportunity to lean on the successes and lessons learned from over 20 years of experience in the technology industry to positively affect my community in a deeper, more meaningful and personal level. I joined Edward Jones to build my financial practice due...

Focus Areas

  • College Savings
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • New Investors
  • Retirement Income Strategies
  • Portfolio Reviews

Work History

  • Edward JonesJuly 2023 to Current
  • Iron Mountain Inc.July 2019 to July 2023

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Office Information

Phone

(650) 343-0700

Fax

(866) 462-4391

Office Address

411 Borel Avenue
Suite 505
San Mateo, CA 94402opens in a new window

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