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John Bernard Jung

STERLING CAPITAL MANAGEMENT LLC·CHARLOTTE, North Carolina
SIE, Series 7, Series 8, Series 24, Series 52, Series 53, Series 63Clean recordSTERLING CAPITAL MANAGEMENT LLC
4350 CONGRESS STREET, CHARLOTTE, NC 28209CRD# 1296163Firm CRD# 135405

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Bernard Jung · CHARLOTTE, NC
Registration
CRD #1296163 · STERLING CAPITAL MANAGEMENT LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 8
Series 24
Series 52
Series 53
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
STERLING CAPITAL MANAGEMENT LLC
CRD 135405 · SEC 801-64257
AUM
$66.7B
Regulatory assets under management
Employees
181
3,215 client accounts
Services offered by STERLING CAPITAL MANAGEMENT LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at STERLING CAPITAL MANAGEMENT LLC →
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04

Frequently Asked Questions

What services does John Bernard Jung offer?
John Bernard Jung specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are John Bernard Jung's credentials?
John Bernard Jung is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Bernard Jung located?
John Bernard Jung is based in CHARLOTTE, North Carolina, working with STERLING CAPITAL MANAGEMENT LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does John Bernard Jung charge for services?
John Bernard Jung's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STERLING CAPITAL MANAGEMENT LLC?
STERLING CAPITAL MANAGEMENT LLC has approximately 181 employees and manages $66.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STERLING CAPITAL MANAGEMENT LLC

Alexander Worth Mcalister
CHARLOTTE, NC
Charles Arnold Durham
CHARLOTTE, NC
Eduardo Brea
CHARLOTTE, NC
Farley Carr Shiner
CHARLOTTE, NC
CFA
Casey Kellen Mcintyre
CHARLOTTE, NC
John W Mcauley
CHARLOTTE, NC

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
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City Guides
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Research
Advisor Fees in North CarolinaNational Fee Analysis
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