Jonathan Jung

Welcome

Focused on helping Businesses, Families and Individuals achieve their goals by providing the realistic solutions to their needs and priorities.

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Areas of Focus

• 401k Planning both for
  • Business
  • Individuals
• Rollovers
• College Savings
• Understanding the Opportunity Costs of Actions
• Tax Strategies
• Debt Reduction
• Pension Planning
• Legacy Planning
• Long Term Care Planning

Experience

• Learned from numerous advisors from 2012-2020
  • Retail Assets totaling $200 million+ between them
  • Plus, working 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

MARKETWATCH

The content contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Past performance is not a guarantee of future results and clients should not assume that future performance will be comparable to past performance.

Our Form ADV Part 2A firm disclosure document is available for review. View Form ADV Part 2A, call or email to request a copy. This document contains detailed information about Royal Fund Management, LLC and the services provided.

Full Disclosure