Matthew Jung, financial advisor Lake Oswego OR
93 score

Matthew Jung

CRD Number: 3150378
Current Firm: Waddell & Reed

Matthew Jung (CRD# 3150378) is an Investment Advisor Representative working at Waddell & Reed in Lake Oswego, OR and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Harlin & Jung Inc. Beaverton, OR Jan 2006 - Current 10
Various Insurance Carriers For W & R Insurance Agencies West Linn, OR Dec 1999 - Current 17
Waddell & Reed, Inc. Lake Oswego, OR Nov 1998 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
S66 NASAA Uniform Combined State Law Examination Aug 2001
Contact Info for Matthew T. Jung
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CA
  • CO
  • ID
  • IL
  • IA
  • MD
  • MN
  • NM
  • SD
  • VA
  • WA
  • MT
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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