YJ
CFP · ChFC
YJ
CFP · ChFC

Young Jung

15 Years of Experience
Fairfax, VA
1 DisclosureBroker

Young Jung is a CFP, ChFC-designated registered investment advisor at Edward Jones, based in Fairfax, VA, with 15 years of industry experience. Young is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

10560 Main St Suite 516, Fairfax, VA, 22030-7182

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
April 2024
Other Business Activities

Young is a soccer referee for youth games on weekends since May 2024. This activity requires minimal time and does not occur during trading hours.

Employment History
Current Registrations
Edward Jones
April 2024 - Present · 2 yrs 6 mos
Edward JonesBroker
April 2024 - Present · 2 yrs 6 mos
Previous Registrations
Morgan Stanley
June 2017 - April 2024 · 6 yrs 10 mos
Morgan StanleyBroker
June 2017 - April 2024 · 6 yrs 10 mos
Hornor, Townsend & Kent, INC.
February 2017 - April 2017 · 2 mos
Hornor, Townsend & Kent, INC.Broker
April 2016 - April 2017 · 1 yr
Nylife Securities LLCBroker
January 2014 - January 2016 · 2 yrs
MML Investors Services, LLCBroker
November 2010 - September 2013 · 2 yrs 10 mos
State Registrations18 states
CACTDCFLILKYMAMDMNMONCOKPARISCVAWAWV
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.
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