Matthew Thomas Jung

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 03/1999 → 05/2020
  Waddell & Reed
  Lake Oswego, OR
• 12/1999 → 05/2020
  Various Insurance Carriers For W & R Insurance Agencies
  West Linn, OR
• 05/2020 → Present
  Raymond James Financial Services, Inc.
  Lake Oswego, OR
• 05/2020 → Present
  Raymond James Financial Services Advisors, Inc.
  Lake Oswego, OR

Previous Registrations

• 2001-09-04 → 2020-05-28
  Waddell & Reed
  Beaverton, OR
  Lake Oswego, OR
  Lake Oswego, OR
  Seattle, WA
  Lake Oswego, OR

Other Businesses

(1)Name of Business: Harlin & Jung Inc. Address: 5000 Meadows Rd Ste 440, Lake Oswego, OR, 97035, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/21/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: President (2)Name of Business: PDX Wealth Management Address: 5000 Meadows Rd Ste 440, Lake Oswego, OR, 97035, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 05/21/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Owner, financial Advising

Exams

• S66 Uniform Combined State Law Examination
  2001-08-07
• S63 Uniform Securities Agent State Law Examination
  1998-12-14

Other Names

• Matt Jung