Michael David Jungman

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)

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

Current Employers

Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2021-01-11
CO	RA	APPROVED	2016-04-07

TX RA
APPROVED_RES

Since 2021-01-11
CO RA
APPROVED

Since 2016-04-07

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • 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

Organization	City	State	From	To
Jungman Flp	El Cajon	CA	07/1998	Present
G M Jungman Flp	Dillon	CO	03/2009	Present
Peak Performance Property Management Llc	Dillon	CO	03/2009	Present
Charles Schwab & Co., Inc.	Lone Tree	CO	10/2008	Present
Blazing Bulls	Silverthorn	CO	02/2013	Present
Schwab Wealth Advisory, Inc.	Lone Tree	CO	04/2016	Present

07/1998 → Present

Jungman Flp

El Cajon, CA
03/2009 → Present

G M Jungman Flp

Dillon, CO
03/2009 → Present

Peak Performance Property Management Llc

Dillon, CO
10/2008 → Present

Charles Schwab & Co., Inc.

Lone Tree, CO
02/2013 → Present

Blazing Bulls

Silverthorn, CO
04/2016 → Present

Schwab Wealth Advisory, Inc.

Lone Tree, CO

Other Businesses

1). JUNGMAN FLP, SHAREHOLDER, EL CAJON, CA. REAL ESTATE INVESTMENT AND HOLDING. 0 HRS, 2).G M JUNGMAN FLP, SHAREHOLDER, REAL ESTATE OWNERSHIP, INVESTMENT RELATED, DILLON, CO., LESS THAN 20 HR/MO. 3). PEAK PERFORMANCE PROPERTY MGMT LLC, NON-INVESTMENT RELATED, MANAGE REAL ESTATE HOLDINGS MOTHER/BROTHER, LESS THAN 20 HRS/MO, 0 DURING MARKET HRS. 4) PERSONALLY OWNED RENTAL PROPERTY, NOT INVESTMENT RELATED, BRECKENRIDGE,CO., START DATE 10/01/2009. PERSONALLY OWNED REAL ESTATE USED AS A LONG TERM RESIDENTIAL RENTAL PROPERTY. MANAGED THROUGH BROTHERS PROPERTY MANAGEMENT COMPANY. HOURS PER MONTH LESS THAN 20. 5)PERSONALLY OWNED REAL ESTATE, NOT INVESTMENT RELATED, ERIE, CO., LONG TERM RESIDENTIAL RENTAL PROPERTY. MANAGED THROUGH BROTHERS PROPERTY MANAGEMENT COMPANY. LESS THAN 20 HOURS PER MONTH. 6).BLAZING BULLS, NOT INVESTMENT RELATED, SILVERTHORN, CO., OWNER/FOUNDER INTERNET SERVICES. LESS THAN 20 HOURS PER MONTH. (7)Start Date = 12-01-20| Personally Owned Real Estate Rental| Owner / Landlord| Denver, CO| Hours/Month = Less than 20| Personally owned real estate that is used as a long term residential rental property. Managed through brothers property management company.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-04-19
S63	Uniform Securities Agent State Law Examination	2009-04-10

S66 Uniform Combined State Law Examination

2011-04-19
S63 Uniform Securities Agent State Law Examination

2009-04-10

Designations

Certified Financial Planner

Other Names

Michael Jungman

View on SEC IAPD