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Eric Lee Jungling

Summitry, LLC

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About Eric Lee Jungling

Eric Jungling is a registered investment advisor representative associated with Summitry, LLC. Eric is a licensed investment advisor in California with a Series 63 license and a Series 65 license. Eric is also licensed to conduct business in California. Eric has been in the industry since 2002. Eric's previous employment history includes Charles Schwab & Co., Inc. and The Golub Group, LLC. Eric specializes in providing financial planning, selection of other advisers, and portfolio management for individuals, businesses, and investment companies. Summitry, LLC is a registered investment advisor that offers a range of financial services, including financial planning and portfolio management for individuals, businesses, and investment companies. The firm has assets under management in excess of $2.4 Billion.

Firm Information

Eric Jungling is currently registered with Summitry, LLC. Summitry, LLC is a registered investment advisor located in FOSTER CITY, CA. The firm manages approximately $2.45 billion in assets for a variety of clients including high-net-worth individuals, corporations, and charitable organizations. Summitry provides financial planning, portfolio management, and selection of other advisors. They also manage portfolios for individuals, investment companies, and businesses.
Summitry, LLC

919 HILLSDALE BLVD.

FOSTER CITY, CA 94404

$2.45B

Assets Under Management

Not reported

Total Clients

18

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

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

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Eric Jungling’s Registration & Firm History

CA

01/06/2024 - Present

Summitry, LLC (FOSTER CITY CA)

CA

05/23/2002 - 07/19/2007

CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 04/19/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/09/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/22/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Lee Jungling.
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