Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Louis Jung is a financial advisor with Royal Fund Management, LLC. Jonathan has been in the financial industry for over seven years. Jonathan has a Series 7, Series 66 and SIE license. Jonathan specializes in portfolio management for individuals, selection of other advisors, and providing sub-advisory services to other advisors. Jonathan has experience with NBC Securities, INC and IAMS WEALTH MANAGEMENT, LLC. Jonathan also has a license as an Independent Licensed insurance Agent in Florida. Jonathan holds a state of Florida license.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisor to other advisers
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.
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FL
09/13/2021 - Present
Royal Fund Management, LLC (Casselberry FL)
FL
07/12/2013 - 02/26/2020
NBC SECURITIES, INC. (LAKE MARY FL)
BOTH
Issued 11/17/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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