Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Jung is a financial advisor with over 20 years of experience. Matthew is currently registered with Raymond James Financial Services Advisors, Inc., and has been with the firm since May 2020. Prior to joining Raymond James, Matthew was with Waddell & Reed from December 1998 to May 2020. Matthew is registered to provide investment advice in 31 states and holds multiple securities licenses, including Series 6, 7, 63 and 66. Matthew is also the President of Harlin & Jung Inc. and the CEO of PDX Wealth Management. Matthew specializes in providing financial planning and investment management services to a wide range of clients, including individuals, families, businesses and institutions.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
OR
02/11/2025 - Present
Raymond James Financial Services Advisors, Inc. (Lake Oswego OR)
OR
12/23/1998 - 05/28/2020
WADDELL & REED (LAKE OSWEGO OR)
BOTH
Issued 08/07/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/01/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Jung is the right advisor for you? Invested Better is here to help.
