Jung Lee
Jung Lee is a registered investment advisor at Independent Financial Group, LLC, based in San Diego, CA, with 24 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
12671 High Bluff Drive, Suite 200, San Diego, CA, 92130
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2021Other Business ActivitiesSells Insurance
Jung is 50% owner of U&T Financial, Inc. and U&T Risk Management & Insurance, offering various types of insurance products, and other real estate consulting services. Jung also dedicates a few hours per week as a volunteer translator for Pierce County.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
First Investors CorporationBroker
State Registrations19 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.