Marian Jung (CRD# 1481834) is an Investment Advisor Representative working at Aspirean Wealth, LLC in Mill Valley, CA and has over 15 years of experience in the finance industry.
CRD# 6058165
Ubs Financial Services Inc.
CRD# 5204248
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4332415
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| All California Mortgage, A Subdivision Of American Pacific Mortg | Larkspur, CA | Jul 2018 - Current | 5 |
| Aspirean Wealth, Llc F.k.a. Grace Financial Associates, LLC | Mill Valley, CA | Sep 2015 - Current | 8 |
| All Western Mortgage, Inc. | San Rafael, CA | Sep 2015 - Jul 2018 | 2 |
| Opes Advisors | Palo Alto, CA | Sep 2008 - Sep 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2009 |
- CA
-
Total Assets Under Management159MILLIONS
-
Total Number of Accounts461ACCOUNTS
-
Average Account Value$344,524
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, IN, MI, TX
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