Jenny I. Chung

GLENVIEW WEALTH LLC

New York, NY 10023

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CRD#: 3083228

Professional summary

Jenny I. Chung, who also goes by Jenny Inhye Chung, is a registered financial advisor currently at GLENVIEW WEALTH LLC located in New York, New York.

Jenny is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Jenny has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jenny Inhye Chung

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 Jenny I. Chung's 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®

None

Experience

Current

September 9, 2024 - Present

GLENVIEW WEALTH LLC

Office #1: 27 W 60th Street #20013, New York, NY 10023

RIA

CRD#: 328073

New York, NY

Past

January 24, 2024 - May 31, 2024

GLENVIEW WEALTH LLC

RIA

CRD#: 328073

EDGEWATER, NJ

Past

September 8, 1998 - December 3, 2003

NOMURA SECURITIES INTERNATIONAL, INC.

CRD#: 4297

NEW YORK, NY

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

New York
(9/9/2024)

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 65

Date: 7/11/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/21/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/5/1998

General Securities Representative Examination

Current Firm

GLENVIEW WEALTH LLC

CRD#: 328073 / SEC#:

New Jersey

Registered Investment Advisory firm - (5/31/2024 Terminated)

New York

Registered Investment Advisory firm - (9/9/2024 Approved)

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).

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Contact information

Main Address

27 W 60th Street #20013, New York, NY 10023

Mailing Address

Phone number

(646) 801-8475

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Firm Stability Insights

Jenny I. Chung

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jenny I. Chung's CRS (Customer Relationship Summary).

Certified licenses

Experience

GLENVIEW WEALTH LLC

GLENVIEW WEALTH LLC

NOMURA SECURITIES INTERNATIONAL, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/11/2023

Series 63

Date: 11/21/2000

Series 7

Date: 9/5/1998

Current Firm

GLENVIEW WEALTH LLC

Contact information

Documents

Red Flags

Company Information

GLENVIEW WEALTH LLC

TRUST BUT VERIFY

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