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Brendan Jung

LNW

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About Brendan Jung

Brendan Jung is an Investment Advisor Representative at LNW, a firm based in San Francisco, California. Brendan is a Certified Financial Planner. Brendan has been in the financial industry since September 2014. Brendan has a Series 65 license. Brendan specializes in providing financial planning services, educational seminars, portfolio management for individuals, and portfolio management for pooled investment vehicles.

Firm Information

Brendan Jung is currently registered with LNW. LNW Advisors is an investment advisor registered with the SEC. The firm, headquartered in San Francisco, CA, has 62 employees and manages approximately $7.28 billion in assets. LNW Advisors provides a variety of advisory services, including financial planning, educational seminars, and portfolio management for individuals, pooled investment vehicles, and charitable organizations.
LNW

580 CALIFORNIA ST.

SAN FRANCISCO, CA 94104

$7.28B

Assets Under Management

1

Total Clients

32

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brendan Jung’s Registration & Firm History

CA

07/19/2016 - Present

LNW (San Francisco CA)

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Licenses & Designations

IA

Issued 07/19/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brendan Jung.
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