Jason JeungCRD Number: 2690182
Current Firm: Seacrest Wealth Management, LLC
Jason Jeung (CRD# 2690182) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Purchase, NY and has over 27 years of experience in the finance industry.
Lincoln Financial Advisors Corporation
|Seacrest Wealth Management, LLC||San Francisco, CA||Jun 2019 - Current||4|
|Occidental Asset Management, LLC||Burlingame, CA||Dec 2013 - May 2019||5|
|Seacrest Wealth Management, LLC||San Francisco, CA||Apr 2012 - Dec 2013||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1996|
|S65||NASAA Investment Advisors Law Examination||Jun 1996|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management1,115MILLIONS
Total Number of Accounts4,125ACCOUNTS
Average Account Value$270,251
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MT, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WY
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