Victoria J Jung
Investment adviser representative at Robertson Stephens
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$8.8BFirm assets
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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
18 years in the industry.
- Robertson Stephens Capital Markets, LLCFeb 2026 to now
- Robertson StephensNov 2022 to now
- Robertson Stephens Wealth Management, LLCNov 2022 to now
- Communityamerica Financial Solutions, LLCNov 2018 to Apr 2019
- United Nations Federal Credit Union AdvisorsApr 2018 to Oct 2022
- State Farm Mutual Insurance CompanyApr 2016 to Apr 2018
- Korean Hope Evangelical Church of New YorkJun 2008 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
Robertson Stephens
Legal name: Robertson Stephens Wealth Management, LLC
$8.8BAssets managed
2,295Clients
73Advisers
8 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
- 7043182
- Firm CRD
- 289977