JJ
Jeffrey J. Jung
TURNING POINT FINANCIAL
Sidney, NE 69162
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CRD#: 6808991
JJ
Professional summary
Jeffrey Jay Jung is a registered financial advisor currently at TURNING POINT FINANCIAL, LLC located in Sidney, Nebraska.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jeffrey has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Rauner & Associates, P.C., Sidney, NE; Not Investment Related; Certified Public Accountants; Certified Public Accountant; Started 11/2015; Approximately 90 hours per month spent in this activity; Approximately 55 hours per month during securities trading hours.
Sidney Federal Savings and Loan; Sidney, NE; Investment Related; Financial Institution; Chairman of the Board; Oversee management of the Home Loans and Banking; Started 01/215; Approximately 8 hours per month spent in this activity; Approximately 2 hours per month during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Jay Jung'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®
NoneExperience
Current
July 11, 2017 - Present
TURNING POINT FINANCIAL, LLC
Office #1: 1037 12th Ave., Sidney, NE 69162RIA
CRD#: 288911
Sidney, NE
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
Nebraska(7/11/2017)
Exams
Current Firm
TP
TURNING POINT FINANCIAL, LLC
TURNING POINT FINANCIAL, LLC
CRD#: 288911 / SEC#:
Nebraska
Registered Investment Advisory firm - (7/11/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1037 12th Ave., Sidney, NE 69162
Mailing Address
Phone number
(308) 254-9114
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 116 |
| AUM (Assets Under Management) | $ 29,156,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TURNING POINT FINANCIAL, LLC
CRD#: 288911Sidney, NE 69162TRUST BUT VERIFY
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