Jeffrey Hartung (CRD# 6910669) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 5 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Missionsquare Investment Services | Washington, DC | Jul 2022 - Current | 1 |
| Edward Jones | St Louis, MO | Feb 2018 - Jul 2022 | 4 |
| Staples Inc. | Salt Lake City, UT | May 2017 - Feb 2018 | < 1 |
| Garage Doors Inc. | San Jose, CA | Sep 2016 - Apr 2017 | < 1 |
| 1800 Courier | San Jose, CA | Jan 2016 - Sep 2016 | < 1 |
| Timberland | Milpitas, CA | Nov 2015 - Jan 2016 | < 1 |
| Uber | San Francisco, CA | Nov 2015 - Dec 2015 | < 1 |
| Funiture Medic On Call | San Leandro, CA | Jan 2015 - Oct 2015 | < 1 |
| San Jose State University | San Jose, CA | Sep 2009 - Dec 2014 | 5 |
| City Of Santa Clara | Santa Clara, CA | May 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2018 |
- CO
- MT
- UT
- WY
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Total Assets Under Management668MILLIONS
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Total Number of Accounts1ACCOUNTS
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Average Account Value$668,171,497
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV, WY
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