Steven Jung
Steven Jung is a registered investment advisor at LPL Financial LLC, based in Cincinnati, OH, with 39 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Cincinnati, OH
Get directionsHistory
Regulatory History (4)
Employment Separation After Allegations
September 2011Customer Dispute
July 2009Customer Dispute
January 2008Customer Dispute
July 1998Other Business ActivitiesSells Insurance
Steven operates under the DBA Eukles Wealth Management since 2011 and is a registered investment advisor with Eukles Asset Management, dedicating about half his time to this role. He also receives a share of commissions related to his own monthly health care premiums through Benefit Resources.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Eukles Asset Management, LLC
Previous Registrations
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Multi-Financial Securities CorporationBroker
Advest, INC.Broker
Robert H. Leshner & CO., INC.Broker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.