BJ
CFP
BJ
CFP

Brendan Jung

9 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
32 advisors
Number of Clients
567 clients
Average Client Portfolio
$8.0M average
Assets Under Management
$4.5B

Fee Structure

Minimum Investment:$10M
Financial Planning:Included in AUM fee
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Location

1801 Century Park East, Suite 2500, Los Angeles, CA, 90067

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Lnw
January 2025 - Present · 1 yr 1 mo
Lnw
July 2016 - Present · 9 yrs 7 mos
State Registrations2 states
CAWA
Advisor
Exams
No exam information available for this advisor.