Jeffrey Ryan Chun

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2001 → 01/2025
  Lincoln Financial Advisors
  San Mateo, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  San Mateo, CA

Previous Registrations

• 2001-10-11 → 2025-01-24
  Osaic Fa, Inc.
  San Mateo, CA
  San Mateo, CA

Other Businesses

1) NAME AND ADDRESS: JEFFREY R. CHUN, 1510 FASHION ISLAND BLVD SUITE 210 SAN MATEO, CA 94404 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT AND HEALTH, DISABILITY INSURANCE, FIXED/INDEXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, LONG-TERM CARE INSURANCE AND TRADITIONAL INSURANCE. START DATE: 3/9/2009 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 2) MODERN WEALTH PARTNERS POSITION: Agent NATURE: I intend to conduct non variable life and annuity sales. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/09/2009 ADDRESS: 1820 Gateway Drive, Suite 350, San Mateo CA 94404, United States DESCRIPTION: I intend to conduct non variable life and annuity sales. 3) GRACEWAY HAYWARD CHRISTIAN CHURCH POSITION: Elder NATURE: Non-profit organization INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/30/2026 ADDRESS: 354 B Street, Hayward CA 94541, United States DESCRIPTION: Vision planning and administration for the church.

Exams

• S66 Uniform Combined State Law Examination
  2001-07-17
• S63 Uniform Securities Agent State Law Examination
  2000-04-12