Byul S Jheong
Investment adviser representative at Meeder Advisory Services, Inc.
11 yearsExperience
1 stateRegistered in
$2.9BFirm assets
34 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Meeder Advisory Services, Inc.Oct 2024 to now
- Crowdstreet Capital LLCJul 2022 to Oct 2024
- Crowdstreet Advisors, LLCMar 2022 to Oct 2024
- Crowdstreet IncMar 2022 to Oct 2024
- Better.comMar 2021 to Mar 2022
- TcwglobalJul 2019 to Feb 2021
- University of California - San DiegoSep 2015 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (OH).
Meeder Advisory Services, Inc.
Legal name: Meeder Advisory Services, Inc
$2.9BAssets managed
3,636Clients
19Advisers
34 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
- 7567442
- Firm CRD
- 106814