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Andrew Robert Jung

Crew Capital Management, Ltd.

Cincinnati, OH

CRD 7218858

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Employer firm

Crew Capital Management, Ltd. CRD 125402

$235M regulatory AUM

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:

Current Employers
Crew Capital Management, Ltd.

4030 Smith Rd. Suite 200, Cincinnati, OH 45209 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-02-11
  • OH RA
    APPROVED
    Since 2023-02-11

Branch Locations

4030 Smith Rd. Suite 200, Cincinnati, OH 45209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Crew Capital Management, Ltd. Cincinnati OH 06/2022 Present
Vmg Health Denver CO 05/2021 08/2021
Medsker-Khalaf Group Columbus OH 01/2020 02/2021
Ohio State University Columbus OH 08/2017 05/2021
St Xavier High School Cincinnati OH 08/2013 05/2017
N/A Cincinnati OH 09/2021 05/2022
Wells Fargo Advisors Cincinnati OH 01/2020 02/2021
R L Industries, Inc. Fairfield OH 05/2019 08/2019
  • 06/2022 → Present
    Cincinnati, OH
  • 05/2021 → 08/2021
    Vmg Health
    Denver, CO
  • 01/2020 → 02/2021
    Medsker-Khalaf Group
    Columbus, OH
  • 08/2017 → 05/2021
    Ohio State University
    Columbus, OH
  • 08/2013 → 05/2017
    St Xavier High School
    Cincinnati, OH
  • 09/2021 → 05/2022
    N/A
    Cincinnati, OH
  • 01/2020 → 02/2021
    Wells Fargo Advisors
    Cincinnati, OH
  • 05/2019 → 08/2019
    R L Industries, Inc.
    Fairfield, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-10
  • S65 Uniform Investment Adviser Law Examination
    2023-02-10
Designations
  • Chartered Financial Analyst
Other Names
  • Andrew Jung

View on SEC IAPD

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