Jun bo Shim
Investment adviser representative at Modera Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$17.7BFirm 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
Experience
11 years in the industry.
- Modera Wealth Management, LLCAug 2023 to now
- Ausdal Financial Partners, IncSep 2021 to Aug 2023
- Cfo4life, LLCSep 2021 to Aug 2023
- Fidelity InvestmentsAug 2020 to Sep 2021
- Liberty UniversityApr 2019 to Dec 2019
- Willis Towers WatsonJan 2016 to Apr 2019
- United States Army ReserveNov 2015 to Aug 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Modera Wealth Management, LLC
$17.7BAssets managed
6,308Clients
135Advisers
15 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
- 7287032
- Firm CRD
- 155649