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Tony Kyuwhan Jung

Spectrum Asset Management Inc.

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About Tony Kyuwhan Jung

Tony Jung is an Investment Advisor Representative at Spectrum Asset Management Inc. based in Newport Beach, CA. Tony is registered with the state of California. Tony has experience in the financial services industry since 2001 and has been with Spectrum Asset Management Inc. since February 2001. Tony is a Series 7 and Series 63 registered representative. He is also a Series 65 licensed Investment Advisor Representative.

Firm Information

Tony Jung is currently registered with Spectrum Asset Management Inc.. Spectrum Asset Management Inc. is an investment advisor headquartered in NEWPORT BEACH, CA. They advise individuals, high-net-worth individuals, corporations, insurance companies, pension and profit-sharing plans, and charitable organizations. Spectrum Asset Management Inc. offers financial planning, portfolio management, and selection of other advisors. They manage over $646 million in assets for their clients.
Spectrum Asset Management Inc.

1301 DOVE STREET

NEWPORT BEACH, CA 92660-2453

$646.45M

Assets Under Management

Not reported

Total Clients

7

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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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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Tony Jung’s Registration & Firm History

CA

01/02/2013 - Present

Spectrum Asset Management Inc. (NEWPORT BEACH CA)

MA

09/25/2001 - 06/19/2002

ASSOCIATED SECURITIES CORP. (BOSTON MA)

NY

07/21/1999 - 11/24/2000

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/21/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/13/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/20/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tony Kyuwhan Jung.
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