YC
YC

Yongduk Chung

6 Years of Experience
Irvine, CA
Sells Insurance

Yongduk Chung is a registered investment advisor at Jc&company, based in Irvine, CA, with 6 years of industry experience. Yongduk operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Cross-Border Planning, Estate Planning, Tax Planning. Their firm serves 5 clients with $4.7M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$4.7M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

10 Corporate Park, Ste.210, Irvine, CA, 92606

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History

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.

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Other Business ActivitiesSells Insurance

Yongduk is an independent insurance agent since 2015, dedicating a few hours per week to this role. Yongduk is also the president of J&C Company Law Corp and J&C Company PC, spending about 10-20% of his time on the former and nearly full-time on the latter, which is an accounting business.

Employment History
Current Registrations
Jc&company
December 2019 - Present · 6 yrs 5 mos
Previous Registrations
The Leaders Group, INC.Broker
September 2021 - August 2023 · 1 yr 11 mos
State Registrations1 state
CA
Advisor

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.
Yongduk Chung - Financial Advisor | TrueAdvisor