Jaden JeongCRD Number: 7025114
Current Firm: Morgan Stanley
Jaden Jeong (CRD# 7025114) is an Investment Advisor Representative working at Morgan Stanley in Reston, VA and has over 3 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Grove Point Advisors, LLC
|Morgan Stanley||Reston, VA||Oct 2021 - Current||< 1|
|Freddie Mac||Mclean, VA||May 2020 - Aug 2021||1|
|Folio Investments, Inc.||Mclean, VA||Sep 2018 - Apr 2020||1|
|Andrews Federal Credit Union||Springfield, VA||Feb 2018 - Sep 2018||< 1|
|George Mason University||Fairfax, VA||Aug 2013 - May 2018||4|
|Nu Look Home Design||Fairfax, VA||Jul 2017 - Jan 2018||< 1|
|Seoul Taekwondo Academy||Lorton, VA||Jun 2015 - Dec 2017||2|
|Chipotle||Springfield, VA||Aug 2014 - Jun 2015||< 1|
|Gamasot||Springfield, VA||Jun 2014 - Jul 2014||< 1|
|South County High School||Lorton, VA||Sep 2008 - Jun 2013||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2019|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management1,311,935MILLIONS
Total Number of Accounts2,129,899ACCOUNTS
Average Account Value$615,961
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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