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Jenny Chung

1 Year of Experience
New York, NY

Jenny Chung is a registered investment advisor at Glenview Wealth LLC, based in New York, NY, with 1 years of industry experience. Jenny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Clients who complete a financial plan can get ongoing updates at an hourly rate of $500 per hour.

  • Financial Plan - Flat fee of $5,000, which may vary based on the complexity of your financial situation and may be negotiable.
  • Ongoing Updates to Financial Plan - $500 per hour.
One-Time Plan:$5,000
Hourly Rate:$500/hr
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Location

27 W 60th Street, #20013, New York, NY, 10023

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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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Other Business Activities

Jenny serves as a Director for KEB Hana Bank USA, N.A., a community bank, since 2019. She dedicates a few hours per week to this role, participating in the Compliance Committee, Audit Committee, and Asset Liability Committee.

Employment History
Current Registrations
Glenview Wealth LLC
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Glenview Wealth LLC
January 2024 - May 2024 · 4 mos
State Registrations1 state
NY
Advisor

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.

Exams
No exam information available for this advisor.
Jenny Chung - Financial Advisor | TrueAdvisor