Jed
Lund
Focus Financial
Answer a few questions and
get matched with an advisor.
About this Advisor
Jed Lund is a financial advisor based out of Minneapolis, Minnesota with a total of 1 year of industry experience. Lund is an advisor for Focus Financial. The advisor has gained experience at Sandvold Financial Group, Questar Capital Corporation, Questar Asset Management, Woodbury Financial Services, Inc, Cetera Advisor Networks, Advisornet Wealth Management, Royal Alliance Associates, Inc and Focus Financial. Lund maintains a Series 63 license, certifying them as a securities agent, and is registered to operate in Minnesota. Focus Financial is a registered investment business that has its headquarters in Minneapolis, MN. The investment advisory business has offices in 40 locations and a total of 194 financial advisors. It controls $5 billion in assets among its 24,479 customer accounts, making it one of the biggest firms in the nation by assets under management. Of its 24,479 accounts, just 10% are associated with high-net-worth clients who have at least $1 million in assets. Focus Financial provides a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules typically are based on the services. However, fees charged by Focus Financial most likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Focus Financial Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$4,459,201,828
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
194
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
24,479
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$182,164
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jed Lund Work History
Jed has been registered as a financial advisor for 1 years.*
Royal Alliance Associates, Inc
Focus Financial
Woodbury Financial Services, Inc
Woodbury Financial Services, Inc
Cetera Advisor Networks
Advisornet Wealth Management
Questar Capital Corporation
Questar Asset Management
Sandvold Financial Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jed Lund to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Focus Financial
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Alexandria, MN
Minneapolis, MN
Alexandria, MN
Alexandria, MN
Minneapolis, MN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
![SmartAsset logo](https://d31s10tn3clc14.cloudfront.net/imgs/smartasset_transparent_250.png)