Jurnex Financial Advisors announces approved FINRA registration status
FINRA approval adds Washington DC to Jurnex Financial Advisor's geographic area
By: Jurnex Financial Advisors
Jurnex Financial Advisors is led by Thomas Yeung, a Registered Investment Advisor with strong experience in portfolio management and financial advisory. Thomas is a CFA® charterholder, and has also earned the CDFA (Certified Divorce Financial Analyst) designation.
"This is a major milestone for us" said Yeung. "The firm's registration and approval by FINRA allows our firm to directly reach out to prospective clients in the Washington DC area. We think the time is right to launch as an independent firm that focuses on areas such as divorce financial planning and LGBT financial advisory. These are areas that are underserved by traditional financial advisory firms, and we seek to change that for the better" added Yeung.
Operating from 1300 I St on Franklin Square, Jurnex Financial Advisors seeks to work with affluent individuals and families to help navigate major life transitions. The firm's utilizes a 6-step process to gather information and create a comprehensive financial plan that helps clients meet their financial goals.
About Jurnex Financial Advisors
Jurnex Financial Advisors https://www.jurnex.com is a DC-based financial management firm serving affluent individuals and families in the Washington DC metro area. The firm's principal financial advisor and asset manager, Tom Yeung, is a Registered Investment Advisor. He has earned the CFA designation, an advises clients on wide-ranging issues.
This press release, and the jurnex.com web site, are solely for informational purposes. Jurnex Financial Advisors is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Jurnex Financial Advisors and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Jurnex Financial Advisors unless a client service agreement is in place.
Jurnex Financial Advisors