MJ
MJ

Matthew Jung

27 Years of Experience
Lake Oswego, OR
Broker

Matthew Jung is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lake Oswego, OR, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

5000 Meadows Road, Suite 440, Lake Oswego, OR, 97035

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Matthew is the President of Harlin & Jung Inc., a support company, dedicating minimal time to it. He is also the CEO of PDX Wealth Management, where he works as a financial advisor.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
May 2020 - Present · 6 yrs
Previous Registrations
Waddell & Reed
September 2001 - May 2020 · 18 yrs 8 mos
Waddell & ReedBroker
December 1998 - May 2020 · 21 yrs 5 mos
State Registrations32 states
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AdvisorBrokerBoth

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.