Raymond Yiu Pang Jung

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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

• 11/1986 → 01/2025
  Lincoln Financial Advisors Corporation
  San Ramon, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  San Ramon, CA

Previous Registrations

• 1997-07-08 → 2025-01-24
  Osaic Fa, Inc.
  San Ramon, CA
  San Ramon, CA
  San Ramon, CA

Other Businesses

1)RAYMOND JUNG, 9224 PLACER BULLION AVE LAS VEGAS NV 89178 CATEGORY: RENTAL PROPERTY INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: OWN RENTAL PROPERTY NEVADA START DATE: 10/22/09 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 2)RAYMOND JUNG AND CATHERINE LOW, 9333 INDIAN CANE AV., LAS VEGAS, NV CATEGORY:REAL ESTATE MANAGEMENT, RENTALS, OR DEVELOPMENT, INVESTMENT-RELATED TITLE: OWNER DUTIES: OFFERING PERSONAL PROPERTY FOR RENTAL. START DATE: 01/15/11 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 3) RAYMOND JUNG AND CATHERINE LOW POSITION: Owner NATURE: personal rental property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/15/1989 ADDRESS: 73 Chancellor Ct, Alamo CA 94507, United States DESCRIPTION: collect rent 4) RAYMOND JUNG POSITION: Agent NATURE: fixed annuity, non variable life insurance, health insurance. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/1987 ADDRESS: 6101 Bollinger Canyon Rd, #225, San Ramon CA 94583, United States DESCRIPTION: Sell insurance 5) RAYMOND JUNG AND CATHERINE LOW FAMILY TRUST POSITION: Partner - General NATURE: rental property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2010 ADDRESS: 73 Chancellor Ct, Alamo CA 94507, United States DESCRIPTION: collect rent once purchased. 6) RAYMOND JUNG AND CATHERINE LOW LIVING TRUST POSITION: Owner NATURE: rental property....single family INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/22/2009 ADDRESS: 73 Chancellor Ct, Alamo CA 94507, United States DESCRIPTION: collect rent 7) RAYMOND JUNG, TRUSTEE OF RAYMOND JUNG AND CATHERINE LOW FAMILY TRUST DATED 5/6/1999 POSITION: Trustee NATURE: My personal revocable living trust INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/06/1999 ADDRESS: 73 Chancellor Ct, Alamo CA 94507, United States DESCRIPTION: rental properties and personal properties.

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-12-15