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Jun bo Shim

Modera Wealth Management, LLC

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About Jun bo Shim

Jun bo Shim is a financial advisor currently registered with Modera Wealth Management, LLC in New Providence, NJ. Jun bo Shim previously worked for AUSDAL FINANCIAL PARTNERS, INC. in Coppell, TX and FIDELITY BROKERAGE SERVICES LLC in Westlake, TX. Jun bo Shim has passed the Series 7TO, SIE, and Series 66 exams. Jun bo Shim is a Certified Financial Planner. Jun bo Shim has experience working with High Net Worth Individuals, individuals other than high net worth, Charitable Organizations, Pension and Profit Sharing Plans, and Corporations or other Businesses.

Firm Information

Jun bo Shim is currently registered with Modera Wealth Management, LLC. Modera Wealth Management, LLC is a fee-only registered investment advisor (RIA) headquartered in Westwood, New Jersey. The firm manages over $12 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, charitable organizations, and individuals other than high-net-worth. Modera offers a range of advisory services, including financial planning, portfolio management, and pension consulting. They are committed to providing their clients with personalized and objective advice.
Modera Wealth Management, LLC

56 JEFFERSON AVENUE

WESTWOOD, NJ 07675

$12.53B

Assets Under Management

70

Total Clients

104

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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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Jun bo Shim’s Registration & Firm History

NJ

02/14/2024 - Present

Modera Wealth Management, LLC (NEW PROVIDENCE NJ)

TX

10/22/2021 - 08/25/2023

AUSDAL FINANCIAL PARTNERS, INC. (COPPELL TX)

TX

11/04/2020 - 09/01/2021

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

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Licenses & Designations

BOTH

Issued 11/30/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/04/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/28/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jun bo Shim.
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