Robert F. Jung

CREW CAPITAL MANAGEMENT, LTD.

CINCINNATI, OH 45209

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CRD#: 2080426

Professional summary

Robert Frederick Jung, CFA, who also goes by Rob Jung, Robert F Jung, Robert Fredrick Jung, is a registered financial advisor currently at CREW CAPITAL MANAGEMENT, LTD. located in Cincinnati, Ohio.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Robert has worked at 5 firms and has passed the Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rob Jung | Robert F Jung | Robert Fredrick Jung

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

PURE ICE, LLC - 50% PARTNER

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Frederick Jung's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

Experience

Current

April 5, 2006 - Present

CREW CAPITAL MANAGEMENT, LTD.

Office #1: 4030 Smith Rd. Suite 200, Cincinnati, OH 45209

RIA

CRD#: 125402

CINCINNATI, OH

Past

July 23, 2020 - December 6, 2023

F/M INVESTMENTS LLC

RIA

CRD#: 304405

Cincinnati, OH

Past

November 6, 2012 - January 6, 2014

CERITY PARTNERS OCIO LLC

RIA

CRD#: 151916

NEW YORK, NY

Past

May 15, 2001 - January 30, 2003

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

April 17, 1998 - May 9, 2001

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

BALTIMORE, MD

Past

August 27, 1990 - February 25, 1992

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CREW CAPITAL MANAGEMENT, LTD.

ARDOR WEALTH MANAGEMENT | INSURANCE DILIGENCE SOLUTIONS | CREW CAPITAL MANAGEMENT, LTD.

CRD#: 125402 / SEC#: 801-119376

RIA

Registered Investment Advisory firm - (8/31/2020 Approved)

Kentucky

Registered Investment Advisory firm - (9/15/2020 Terminated)

Louisiana

Registered Investment Advisory firm - (12/12/2017 Terminated)

Ohio

Registered Investment Advisory firm - (9/15/2020 Terminated)

Texas

Registered Investment Advisory firm - (9/15/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Kentucky
(1/14/2013)

IAR

Ohio
(4/5/2006)

IAR

Texas
(3/31/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/23/1998

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/22/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/16/1998

General Securities Representative Examination

Current Firm

CREW CAPITAL MANAGEMENT, LTD.

ARDOR WEALTH MANAGEMENT | INSURANCE DILIGENCE SOLUTIONS | CREW CAPITAL MANAGEMENT, LTD.

CRD#: 125402 / SEC#: 801-119376

RIA

Registered Investment Advisory firm - (8/31/2020 Approved)

Kentucky

Registered Investment Advisory firm - (9/15/2020 Terminated)

Louisiana

Registered Investment Advisory firm - (12/12/2017 Terminated)

Ohio

Registered Investment Advisory firm - (9/15/2020 Terminated)

Texas

Registered Investment Advisory firm - (9/15/2020 Terminated)

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Contact information

Main Address

4030 Smith Rd. Suite 200, Cincinnati, OH 45209

Mailing Address

Phone number

(513) 245-2620

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INSURANCE DILIGENCE SOLUTIONS 2A (3/12/2025)

CREW CAPITAL ADV 2A (3/12/2025)

Regulatory assets under management

Total Number of Accounts	572
AUM (Assets Under Management)	$ 216,400,238

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Robert F. Jung

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Frederick Jung's CRS (Customer Relationship Summary).

Certified licenses

Experience

F/M INVESTMENTS LLC

CERITY PARTNERS OCIO LLC

UBS FINANCIAL SERVICES INC.

LEGG MASON WOOD WALKER, INCORPORATED

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

CREW CAPITAL MANAGEMENT, LTD.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/23/1998

Series 63

Date: 10/22/1990

Series 7

Date: 4/16/1998

Current Firm

CREW CAPITAL MANAGEMENT, LTD.

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CREW CAPITAL MANAGEMENT, LTD.

TRUST BUT VERIFY

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