Unclaimed Profile

Robert Fredrick Jung

CREW CAPITAL MANAGEMENT, LTD.·CINCINNATI, Ohio

Series 7, Series 63, Series 6620 years registeredCREW CAPITAL MANAGEMENT, LTD.

4030 SMITH RD., CINCINNATI, OH 45209CRD# 2080426Firm CRD# 125402

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Fredrick Jung · CINCINNATI, OH

Registration

CRD #2080426 · CREW CAPITAL MANAGEMENT, LTD. · 20 years registered

Brand Profile

Not yet started

Career History

CREW CAPITAL MANAGEMENT, LTD.

Apr 2006 – present

F/M INVESTMENTS LLC

Jul 2020 – Dec 2023

Cincinnati, OH

ARGI INVESTMENT SERVICES, LLC

Nov 2012 – Jan 2014

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 66

Registration record

First registered · April 5, 2006

Years registered · 20

Disclosure History

2022Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

CREW CAPITAL MANAGEMENT, LTD.

CRD 125402 · SEC 801-119376

AUM

$183M

Regulatory assets under management

Employees

191 client accounts

Services offered by CREW CAPITAL MANAGEMENT, LTD.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CREW CAPITAL MANAGEMENT, LTD. →

Introduction

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Frequently Asked Questions

What services does Robert Fredrick Jung offer?

Robert Fredrick Jung specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.

What are Robert Fredrick Jung's credentials?

Robert Fredrick Jung is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Fredrick Jung located?

Robert Fredrick Jung is based in CINCINNATI, Ohio, working with CREW CAPITAL MANAGEMENT, LTD.. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does Robert Fredrick Jung charge for services?

Robert Fredrick Jung's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CREW CAPITAL MANAGEMENT, LTD.?

CREW CAPITAL MANAGEMENT, LTD. has approximately 7 employees and manages $183M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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