Jun Bo Shim

Current Employers

Employment History

• 08/2020 → 09/2021
  Fidelity Investments
  Westlake, TX
• 01/2016 → 04/2019
  Willis Towers Watson
  Parsippany, NJ
• 11/2015 → 08/2020
  United States Army Reserve
  Aberdeen Proving Ground, MD
• 04/2019 → 12/2019
  Liberty University
  Lynchburg, VA
• 09/2021 → 08/2023
  Cfo4Life, Llc
  Coppell, TX
• 09/2021 → 08/2023
  Ausdal Financial Partners, Inc
  Davenport, IA
• 08/2023 → 02/2025
  Modera Wealth Management, Llc
  Westwood, NJ
• 02/2025 → Present
  Modera Wealth Management, Llc
  Westwood, NJ

Previous Registrations

• 2021-10-28 → 2023-08-28
  Cfo4Life
  Coppell, TX
• 2020-12-02 → 2021-09-10
  Fidelity Personal And Workplace Advisors
  Westlake, TX

Other Businesses

JBTLA, LLC; NON INVESTMENT RELATED; CARROLLTON, TX; TAX PREPARATION AND ACCOUNTING; OWNER/ENROLLED AGENT; ACTIVITY BEGAN NOV 2022; I DEVOTE APPX 4 HOURS PER MONTH TO THIS ACTIVITY WITH NONE OF THOSE HOURS DURING TRADING HOURS; TAX PREPARATION AND ACCOUNTING SERVICES FOR SMALL BUSINESSES; SOLE OWNER OF THE BUSINESS JBTLA, LLC.

Exams

• S66 Uniform Combined State Law Examination
  2020-11-30

Designations

Other Names

• Jun Shim
• Junbo Shim