Unclaimed
Brad Jung is a financial advisor registered with Russell Investments. Brad Jung is a registered representative with over 20 years of experience in the financial services industry. Brad Jung holds FINRA Series 6, 7, 24, 63 and 65 securities licenses. Brad Jung has been registered with the Securities and Exchange Commission (SEC) since 1993. Brad Jung's specializations include investment advisory services for individuals, businesses, investment companies, and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
% of revenue/intracompany agrmts and % of assets/advsmt
1
2
WA
06/29/2007 - Present
Russell Investments (SEATTLE WA)
WI
02/16/2000 - 01/28/2004
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
MO
06/28/1999 - 10/27/1999
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
NJ
04/24/1998 - 03/09/1999
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
WI
02/18/1994 - 04/03/1998
STRONG FUNDS DISTRIBUTORS, INC. (MENOMONEE FALLS WI)
WI
11/22/1993 - 02/24/1994
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
IA
Issued 07/06/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/19/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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