PJ
PJ

Peter Jung

25 Years of Experience
Campbell, CA
1 DisclosureBroker

Peter Jung is a registered investment advisor at Ameriprise Financial Services, LLC, based in Campbell, CA, with 25 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

1700 S Winchester Blvd, Ste 103, Campbell, CA, 95008-1163

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History

Regulatory History (1)
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Customer Dispute
May 2025
Denied
Other Business Activities

Peter serves as a director for Jung since 2013 and a Vice President for Jung since 2024, dedicating minimal time to each role. He also works part-time as a pastor and Bible teacher for various organizations, spending a few hours per week on these activities.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
January 2001 - Present · 25 yrs 8 mos
Ameriprise Financial Services, LLC
December 2000 - Present · 25 yrs 9 mos
Ameriprise Financial Services, LLCBroker
December 2000 - Present · 25 yrs 9 mos
Previous Registrations
Ids Life Insurance CompanyBroker
December 2000 - July 2006 · 5 yrs 7 mos
State Registrations6 states
AZCANJNVTXWA
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.
Peter Jung - Financial Advisor | TrueAdvisor