JEFFREY RAY LUNG is an investment adviser representative (IAR) with state registration records since 2001, appearing at 9 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2019-10-03 | 2025-03-31 | — |
| LABRUM WEALTH MANAGEMENT, LLC | 2017-12-07 | 2018-03-12 | — |
| MERCER GLOBAL ADVISORS INC. | 2013-12-16 | 2016-08-08 | — |
| TD AMERITRADE, INC. | 2011-10-28 | 2013-12-03 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2011-10-28 | 2013-12-03 | — |
| CHASE INVESTMENT SERVICES CORP. | 2010-10-05 | 2011-09-15 | — |
| CHARLES SCHWAB & CO., INC. | 2004-05-13 | 2009-05-08 | — |
| MORGAN STANLEY DW INC. | 2001-11-18 | 2004-04-20 | — |