Jeffrey Ray Lung

Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

CA RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Carlsbad, CA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Labrum Wealth Management	Carlsbad	CA	11/2017	03/2018
Unemployed	Carlsbad	CA	08/2016	11/2017
Unemployed	Carlsbad	CA	04/2018	07/2019
Fidelity Brokerage Services	San Diego	CA	08/2019	Present
Fidelity Investments	Boston	MA	03/2025	Present

11/2017 → 03/2018

Labrum Wealth Management

Carlsbad, CA
08/2016 → 11/2017

Unemployed

Carlsbad, CA
04/2018 → 07/2019

Unemployed

Carlsbad, CA
08/2019 → Present

Fidelity Brokerage Services

San Diego, CA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2019-10-03 → 2025-03-31

Fidelity Personal And Workplace Advisors

San Diego, CA
2017-12-07 → 2018-03-12

Labrum Wealth Management, Llc

Carlsbad, CA
2013-12-16 → 2016-08-08

Mercer Global Advisors Inc.

San Diego, CA
2011-10-28 → 2013-12-03

Td Ameritrade, Inc.

San Diego, CA
2011-10-28 → 2013-12-03

Td Ameritrade Investment Management, Llc

San Diego, CA
2010-10-05 → 2011-09-15

Chase Investment Services Corp.

Carlsbad, CA

Oceanside, CA

Carlsbad, CA
2004-05-13 → 2009-05-08

Charles Schwab & Co., Inc.

Fresno, CA

Fresno, CA
2001-11-18 → 2004-04-20

Morgan Stanley Dw Inc.

San Diego, CA

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2019-09-13
S66	Uniform Combined State Law Examination	2001-06-08

S63 Uniform Securities Agent State Law Examination

2019-09-13
S66 Uniform Combined State Law Examination

2001-06-08

Designations

Other Names

Jeff R. Lung
Jeff R. Lung

View on SEC IAPD