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Jeffrey M Yun

Charles Schwab Investment Management, Inc.

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About Jeffrey M Yun

Jeffrey Yun is a Registered Investment Advisor and is currently employed by Charles Schwab Investment Management, Inc. based in Naples, FL. Jeffrey has been in the industry for over 20 years. Jeffrey specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Jeffrey has a Series 63, Series 65 and Series 26 license and is currently registered with Florida.

Firm Information

Jeffrey Yun is currently registered with Charles Schwab Investment Management, Inc.. Charles Schwab Investment Management, Inc. is an investment advisor headquartered in San Francisco, California. With over $1 trillion in regulatory assets under management, the firm provides portfolio management services for individuals, investment companies, businesses, and pooled investment vehicles. They also offer selection of other advisers.
Charles Schwab Investment Management, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

$1.10T

Assets Under Management

Not reported

Total Clients

37

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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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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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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other

Costs

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Jeffrey Yun’s Registration & Firm History

CA

07/07/2020 - Present

Charles Schwab Investment Management, Inc. (SAN FRANCISCO CA)

MO

11/02/1998 - 02/23/2006

AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)

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Licenses & Designations

IA

Issued 04/24/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/25/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/08/2002

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/30/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey M Yun.
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