Spencer Allen Jung

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

• 01/2021 → 07/2021
  Lincoln Financial Advisors
  San Ramon, CA
• 07/2020 → 12/2020
  O'BRien Wealth Partners
  Boston, MA
• 07/2019 → 12/2019
  O'BRien Wealth Partners
  Boston, MA
• 07/2018 → 12/2018
  Grantham, Mayo & Van Otterloo
  Boston, MA
• 01/2020 → 06/2020
  Northeastern University
  Boston, MA
• 01/2019 → 06/2019
  Northeastern University
  Boston, MA
• 08/2016 → 06/2018
  Northeastern University
  Boston, MA
• 06/2017 → 07/2017
  Lincoln Financial Advisors
  San Ramon, CA
• 07/2021 → 01/2025
  Lincoln Financial Advisors Corporation
  San Ramon, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  San Ramon, CA

Previous Registrations

• 2022-05-10 → 2025-01-24
  Osaic Fa, Inc.
  San Ramon, CA
  San Ramon, CA
  San Ramon, CA

Other Businesses

SRJ WEALTH STRATEGIES POSITION: Agent NATURE: Sell insurance products for clients if it fits their financial situation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/01/2022 ADDRESS: 3000 Executive Parkway, Suite 400, San Ramon CA 94583, United States DESCRIPTION: Sell life, disability or long term care insurance

Exams

• S66 Uniform Combined State Law Examination
  2021-10-15