Olivia Jung

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 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

• 01/2016 → 08/2018
  Wisdomtree Asset Management, Inc.
  New York, NY
• 10/2016 → 01/2020
  Foreside Fund Services, Llc
  New York, NY
• 08/2018 → 04/2019
  Wisdomtree Asset Management, Inc.
  Woods Cross, UT
• 04/2019 → 01/2020
  Wisdomtree Asset Management, Inc.
  Salt Lake City, UT
• 05/2020 → 12/2020
  Equitable Advisors
  Woodbridge, NJ
• 12/2020 → 10/2023
  Fidelity Investments
  Salt Lake City, UT
• 01/2020 → 05/2020
  Unemployed
  Salt Lake City, UT
• 09/2018 → 12/2020
  South Davis Recreation District
  Bountiful, UT
• 05/2022 → 10/2023
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT
• 10/2023 → Present
  Equitable Advisors, Llc.
  New York, NY

Previous Registrations

• 2022-06-02 → 2023-10-03
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT

Other Businesses

02/01/2024, Board Member, Finance & Sponsorship Chair for ACE NextGen, an Asian/Pacific Islander American Chamber of Commerce & Entrepreneurship non-profit group, 2 hrs/month, $0 comp&#59; 02/05/2024, Figure Skating Coach, South Mountain Arena, 562-566 Northfield Ave, West Orange, NJ 07052, 8 hrs/month, $300 annual comp

Exams

• S66 Uniform Combined State Law Examination
  2022-05-25
• S63 Uniform Securities Agent State Law Examination
  2017-12-07

Designations

• Certified Financial Planner

Other Names

• Olivia H Jung
• Olivia Jung