Julie Tung Conway

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

• 04/1994 → Present
  Meiji-En
  Philadelphia, PA
• 12/2001 → 11/2023
  Fsc Securities Corporation
  Philadelphia, PA
• 11/2023 → Present
  Osaic Wealth, Inc.
  Feasterville, PA

Previous Registrations

• 2016-08-22 → 2023-11-03
  Fsc Securities Corporation
  Feasterville, PA
  Feasterville, PA
  Philadelphia, PA

Other Businesses

1. JULIE CONWAY-INSURANCE AGENT POSITION: insurance agent NATURE: licensed insurance agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2003 ADDRESS: 807 Bridgetown Pike, Feasterville PA 19053, United States DESCRIPTION: provide clients adequate and suitable long-term care, life, health and fixed annuity insurance coverage. 2. LEGACY FINANCIAL SERVICES GROUP POSITION: 1099 employee NATURE: Securities INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/02/2014 ADDRESS: 800 Townshipline Road, Yardley PA 19067, United States DESCRIPTION: Service clients and bring business in to Osaic.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-22
• S63 Uniform Securities Agent State Law Examination
  1995-01-03

Other Names

• Yee Jye Julie Tung
• Julie Yee Jye Tung
• Yee Jye Tung
• Julie Tung Conway
• Julie Yeejye Tung