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Jeffrey Fen-te Kung

Citizens JMP Securities, LLC

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About Jeffrey Fen-te Kung

Jeffrey Kung is a financial professional with over 15 years of experience in the industry. Jeffrey has a strong background in investment banking and securities. Jeffrey is currently registered with Citizens JMP Securities, LLC in Charlotte, North Carolina, and has been with them since August 1, 2023. Jeffrey has previously worked at Citizens Capital Markets, Citizens Securities, Inc., and Wells Fargo Securities, LLC. Jeffrey is a Series 7, 24, 63, and 79TO licensed professional. Jeffrey holds a Uniform Securities Agent State Law Examination for the state of North Carolina. Jeffrey is licensed to provide securities and investment advisory services in all 50 states.

Firm Information

Jeffrey Kung is currently registered with Citizens JMP Securities, LLC. Citizens JMP Securities, LLC, a Limited Liability Company, was formed in 2002 and is approved in all 50 states and the District of Columbia. The firm has received one SEC registration and 51 state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

238

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.

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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Jeffrey Kung’s Registration & Firm History

NC

08/01/2023 - Present

Citizens JMP Securities, LLC (CHARLOTTE NC)

NC

05/16/2016 - 08/01/2023

CITIZENS CAPITAL MARKETS (CHARLOTTE NC)

MA

03/19/2014 - 05/16/2016

CITIZENS SECURITIES, INC. (BOSTON MA)

NC

09/14/2006 - 04/25/2012

WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 08/18/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/24/2020

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/13/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Fen-te Kung.
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