Henry Kwok Jung

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/1999 → 05/2024
  Crown Capital Securities, L.P.
  Portland, OR
• 05/2024 → Present
  Lpl Financial Llc
  Clackamas, OR

Other Businesses

(1) 05/01/2024 - Henry Jung - Income Tax Return Preparation - Investment Related - At Reported Business Location(s) - Start Date 01/01/2005 - 10 Hours Per Month (2) 05/01/2024 - Real Estate Rental-Property Landlord - Real Estate Rental - Investment Related - Lombard St., Portland, OR - Start Date 5/1/2019 - 15 Hours Per Month (3) 05/01/2024 - Real Estate Rental-Property Landlord - Real Estate Rental - Investment Related - Harold St., Portland, OR - Start Date 9/1/1979 - 15 Hours Per Month

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-06-22

Designations

• Certified Financial Planner