Jeremy Tung

Employer firm

Victory Financial CRD 324943

$1.34B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2016 → 05/2017
  Riverside Nursing And Rehab
  Austin, TX
• 05/2017 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 05/2017 → 10/2024
  Equitable Advisors, Llc
  New York, NY
• 10/2024 → Present
  Victory Financial Group
  Austin, TX
• 11/2024 → Present
  Pks Investments
  Albany, NY

Previous Registrations

• 2021-02-02 → 2024-10-31
  Equitable Advisors, Llc
  Austin, TX
  Austin, TX
  Austin, TX
  Houston, TX
  Austin, TX

Other Businesses

1) Victory Financial Group. Investment Related. At Registered Location. RIA. Financial Advisor. Start Date: 11/1/2024. 160 hrs/ month; all during trading hours. Financial Advising and Planning 2) Fixed Insurance. Investment Related. At Registered Location. Fixed/ Traditional Insurance. Agent. Start Date: 11/1/2024. 10 hrs/ month; all during trading hours. Provide insurance advice based on the needs of client(s).

Exams

• S66 Uniform Combined State Law Examination
  2021-01-22
• S63 Uniform Securities Agent State Law Examination
  2019-06-21