Spencer Allen Jung
Investment adviser representative at Osaic Wealth, Inc.
10 yearsExperience
2 statesRegistered in
$234.9BFirm assets
29 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Osaic Wealth, Inc.Jan 2025 to now
- Lincoln Financial Advisors CorporationJan 2021 to Jan 2025
- O'brien Wealth PartnersJul 2020 to Dec 2020
- Northeastern UniversityJan 2020 to Jun 2020
- O'brien Wealth PartnersJul 2019 to Dec 2019
- Northeastern UniversityJan 2019 to Jun 2019
- Grantham, Mayo & Van OtterlooJul 2018 to Dec 2018
- Lincoln Financial AdvisorsJun 2017 to Jul 2017
- Northeastern UniversityAug 2016 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6523494
- Firm CRD
- 23131