Jeremy Tung is a registered investment advisor, based in Austin, TX, with 8 years of industry experience.
Location
6500 River Place Blvd., Bldg. 1, Ste. 203, Austin, TX, 78730
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeremy works as a financial advisor at Victory Financial Group full-time. He also works as an insurance agent, providing insurance advice to clients a few hours per week.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
November 2024 - Present · 1 yr 8 mos
Victory Financial
October 2024 - Present · 1 yr 9 mos
Previous Registrations
Equitable Advisors, LLC
February 2021 - October 2024 · 3 yrs 8 mos
Equitable Advisors, LLCBroker
May 2017 - October 2024 · 7 yrs 5 mos
State Registrations2 states
ILTX
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.