Brad E. Jung

RUSSELL INVESTMENTS

Sumner, WA

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CRD#: 2419757

Professional summary

Brad Edward Jung, AIF®, CIMA®, CPWA®, who also goes by Bradley Edward Jung, is a registered financial advisor currently at RUSSELL INVESTMENTS located in Sumner, Washington and RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC located in Seattle, Washington.

Brad is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Brad has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bradley Edward 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brad Edward 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®

AIF^®

Accredited Investment Fiduciary

CIMA^®

Certified Investment Management Analyst

CPWA^®

Certified Private Wealth Advisor

Start date: 2008-04-29

Expire date: 2024-05-31

Experience

Current

June 29, 2007 - Present

RUSSELL INVESTMENTS

Office #2: 401 Union Street 18th Floor, Seattle, WA 98101

RIA

CRD#: 105734

Sumner, WA

Current

January 28, 2004 - Present

RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC

Office #1: 401 Union St 18th Floor, Seattle, WA, 98101

CRD#: 21771

SEATTLE, WA

Past

June 7, 2005 - June 29, 2007

RUSSELL INVESTMENTS

RIA

CRD#: 105734

TACOMA, WA

Past

July 31, 2001 - January 28, 2004

STRONG CAPITAL MANAGEMENT INC

RIA

CRD#: 106638

MENOMONEE FALLS, WI

Past

February 16, 2000 - January 28, 2004

STRONG INVESTMENTS, INC.

CRD#: 15658

MENOMONEE FALLS, WI

Past

June 28, 1999 - October 27, 1999

AMERICAN CENTURY INVESTMENT SERVICES INC.

CRD#: 17437

KANSAS CITY, MO

Past

April 24, 1998 - March 9, 1999

COREBRIDGE CAPITAL SERVICES, INC.

CRD#: 13158

JERSEY CITY, NJ

Past

February 18, 1994 - April 3, 1998

STRONG INVESTMENTS, INC.

CRD#: 15658

MENOMONEE FALLS, WI

Past

November 22, 1993 - February 24, 1994

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

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".

RUSSELL INVESTMENTS

FRANK RUSSELL INVESTMENT MANAGEMENT COMPANY | RUSSELL INVESTMENTS | RUSSELL INVESTMENT MANAGEMENT, LLC | RUSSELL INVESTMENT MANAGEMENT COMPANY | RUSSELL INVESTMENT GROUP

CRD#: 105734 / SEC#: 801-17141

RIA

Registered Investment Advisory firm - (5/21/1982 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(11/23/2005)

Alaska
(11/23/2005)

Arizona
(11/23/2005)

Arkansas
(11/23/2005)

California
(11/23/2005)

Colorado
(11/23/2005)

Connecticut
(11/23/2005)

Delaware
(11/23/2005)

District of Columbia
(11/23/2005)

Florida
(11/23/2005)

Georgia
(11/23/2005)

Hawaii
(11/23/2005)

Idaho
(11/23/2005)

Illinois
(11/23/2005)

Indiana
(11/23/2005)

Iowa
(11/23/2005)

Kansas
(11/23/2005)

Kentucky
(11/23/2005)

Louisiana
(11/23/2005)

Maine
(11/23/2005)

Maryland
(11/23/2005)

Massachusetts
(11/23/2005)

Michigan
(11/23/2005)

Minnesota
(11/23/2005)

Mississippi
(11/23/2005)

Missouri
(11/23/2005)

Montana
(11/23/2005)

Nebraska
(11/23/2005)

Nevada
(11/23/2005)

New Hampshire
(11/23/2005)

New Jersey
(11/23/2005)

New Mexico
(11/23/2005)

New York
(11/23/2005)

North Carolina
(11/28/2005)

North Dakota
(11/23/2005)

Ohio
(11/25/2005)

Oklahoma
(11/23/2005)

Oregon
(11/23/2005)

Pennsylvania
(11/23/2005)

Puerto Rico
(11/23/2005)

Rhode Island
(11/23/2005)

South Carolina
(11/23/2005)

South Dakota
(11/23/2005)

Tennessee
(11/23/2005)

Texas
(11/23/2005)

Utah
(11/23/2005)

Vermont
(11/23/2005)

Virgin Islands
(12/26/2017)

Virginia
(11/23/2005)

Washington
(1/28/2004)

IAR

Washington
(6/29/2007)

West Virginia
(11/23/2005)

Wisconsin
(11/23/2005)

Wyoming
(11/23/2005)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/6/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/25/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/3/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/19/1993

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/2/2001

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

RUSSELL INVESTMENTS

FRANK RUSSELL INVESTMENT MANAGEMENT COMPANY | RUSSELL INVESTMENTS | RUSSELL INVESTMENT MANAGEMENT, LLC | RUSSELL INVESTMENT MANAGEMENT COMPANY | RUSSELL INVESTMENT GROUP

CRD#: 105734 / SEC#: 801-17141

RIA

Registered Investment Advisory firm - (5/21/1982 Approved)

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Contact information

Main Address

1301 Second Avenue 18th Floor, Seattle, WA 98101

Mailing Address

Phone number

(206) 505-7877

Established

Firm type

Fiscal year end

# of Employees

589

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RUSSELL INVESTMENT MANAGEMENT, LLC (3/28/2025)

Regulatory assets under management

Total Number of Accounts	69,312
AUM (Assets Under Management)	$ 62,376,876,918

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

Brad E. Jung

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brad Edward Jung's CRS (Customer Relationship Summary).

Certified licenses

Experience

RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC

RUSSELL INVESTMENTS

STRONG CAPITAL MANAGEMENT INC

STRONG INVESTMENTS, INC.

AMERICAN CENTURY INVESTMENT SERVICES INC.

COREBRIDGE CAPITAL SERVICES, INC.

STRONG INVESTMENTS, INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

RUSSELL INVESTMENTS

State Registrations and Notice Filings

Exams

Series 65

Date: 7/6/2001

Series 63

Date: 2/25/1994

SIE

Date: 10/1/2018

Series 7

Date: 12/3/1998

Series 6

Date: 11/19/1993

Series 24

Date: 3/2/2001

FINRA

Current Firm

RUSSELL INVESTMENTS

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RUSSELL INVESTMENTS

TRUST BUT VERIFY

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