Byul S. Jheong
Professional summary
Byul S Jheong, who also goes by Byul Jheong, is a registered financial advisor currently at MEEDER ADVISORY SERVICES, INC. located in Dublin, Ohio and MEEDER DISTRIBUTION SERVICES, INC. located in Dublin, Ohio.
Byul is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Byul has worked at 3 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Byul S Jheong's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 23, 2024 - Present
MEEDER ADVISORY SERVICES, INC.
Office #1: 6125 Memorial Dr, Dublin, OH 43017December 26, 2024 - Present
MEEDER DISTRIBUTION SERVICES, INC.
Office #1: 6125 Memorial Drive, Dublin, OH 43017-9767June 23, 2022 - October 11, 2024
CROWDSTREET ADVISORS, LLC
Primary Firm SEC Registration
MEEDER ADVISORY SERVICES, INC.
CRD#: 106814 / SEC#: 801-40023
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/23/2024)
(2/24/2025)
Exams
Series 7TO
Date: 12/26/2024
General Securities Representative ExaminationFINRA
Current Firm
MEEDER ADVISORY SERVICES, INC.
CRD#: 106814 / SEC#: 801-40023
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,800 |
| AUM (Assets Under Management) | $ 2,088,369,039 |
Red Flags
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