Jong Oh
Jong Oh is a registered investment advisor at Mariner Advisor Network, based in Blue Bell, PA, with 39 years of industry experience. Jong operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 16,313 clients with $8.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mariner Independent Advisor Network offers investment management services through its network of IARs. Fees are based on the value of your portfolio and are deducted from your account. There are two fee options:
- Transaction Based Fee Option (TBFO): You pay transaction charges and/or commissions at the time of each transaction in addition to investment advisory fees. The advisory fees range from 0.4% to 2.55% if you pay for transaction charges, or 0.4% to 2.75% if the IAR pays for all transaction charges.
- Asset Based Fee Option (ABFO): You are charged a single periodic fee for advisory services, transaction charges, brokerage, and related services based on the value of assets in your account. The appropriateness of this option depends on your investment objectives, financial situation, and the frequency of trading in your account.
Fees are negotiable and can vary based on the complexity of your situation, the scope of services provided, and the expertise of the IAR.
Location
725 Skippack Pike, Suite 200, Blue Bell, PA, 19422
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2000Other Business ActivitiesSells Insurance
Jong is involved in several business activities. These include non-variable insurance (a few hours per week), JSO Partners (minimal time), Professional Insurance and Financial Services (about half their time), and Mariner Independent Advisor Network (full-time).
Employment History
Current Registrations
Mariner Advisor Network
LPL Financial LLCBroker
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
NFP Securities, INC.Broker
Nylife Securities INC.Broker
State Registrations28 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.