BJ

Brad Edward Jung

31 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
74 advisors
Number of Clients
67,276 clients
Average Client Portfolio
$927K average
Assets Under Management
$62.4B

Fee Structure

Financial Planning:Investment management only

Fees vary based on investment strategy, product type, account size, customization, and services provided, and are negotiated in advance. Investment management fees are typically a percentage of assets under management, billed quarterly. RIM does not charge a fee for model strategies comprised of RIM Advised Registered Funds. Clients may also bear other costs associated with investments.

Areas of Practice
Investment Management
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Advisor Information

Office location

1301 Second Avenue, 18th Floor, Seattle, WA, 98101

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Russell Investments
June 2007 - Present · 18 yrs 7 mos
Russell Investments Financial Services, LLCBroker
January 2004 - Present · 22 yrs
Russell Investments Financial Services, LLC
January 2004 - Present · 22 yrs
Previous Registrations
Russell Investment Group
June 2005 - June 2007 · 2 yrs
Strong Capital Management INC
July 2001 - January 2004 · 2 yrs 6 mos
Strong Investments, INC.Broker
February 2000 - January 2004 · 3 yrs 11 mos
American Century Investment Services INC.Broker
June 1999 - October 1999 · 4 mos
Sunamerica Capital Services, INC.Broker
April 1998 - March 1999 · 11 mos
Strong Funds Distributors, INC.Broker
February 1994 - April 1998 · 4 yrs 2 mos
Northwestern Mutual Investment Services, INC. Broker
November 1993 - February 1994 · 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.