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Jonathan Jung
Investment Adviser Representative
OFFICE: 833.469.4015

MOBILE: 407.766.7093

TOLL-FREE: 833.469.4015


SERVICE AREA:
Florida
OFFICE LOCATION
Casselberry, FL 32707


HOURS
Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Or by appointment
CONNECT WITH ME:
Welcome

Hello, Thank you for your time!

Providing Personalized Financial Planning for Individuals, Families and Business.

Every solution has it's place for each need and priority.

Areas of Focus
  • 401k Advice
  • Employer Plans
  • Rollovers
  • College Savings
  • Maximizing Clients Taxable Consequences
  • Understanding the Opportunity Costs of Actions
Experience
  • Learned from numerous advisors from 2012-2019
    • Retail Assets totaling $200 million+ between them
    • Plus, worked with 401k Plans of AUM $60 million
    • Customer Service and Proactive Planning
    • Trading and Fee Based Advisory Services
Education
  • Bachelors of Business with Emphasis in Finance at Trine University in Angola, Indiana

 

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