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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

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

 

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