Jung
Seh

Bogart Wealth, LLC

CRD#5360108
Investment Advisor
in Mclean, VA

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About this Advisor

Jung Seh is a financial advisor based in Mclean, Virginia, working with Bogart Wealth, LLC. Jung has previously held positions at Tiaa and Bogart Wealth, LLC. Jung has passed the Series 66 regulatory exam and is registered to provide services in Texas and Virginia. Currently, Jung is part of Bogart Wealth, LLC, which operates out of Mclean, Virginia. The firm has 3 offices and 36 employees. The firm manages assets totaling $2.6 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Bogart Wealth, LLC includes asset-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

Mclean, VA

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Bogart Wealth, LLC Brokerage Details

Total Assets Under Management

$2,619,324,099

VA Average: $1,835,309,194
Total Number of Employees

36

VA Average: 32
Total Number of Accounts

6,495

VA Average: 1,458
Average Account Size

$403,283

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Jung Seh Work History

2022 - Present (2 years)

Bogart Wealth, LLC

2016 - 2020 (4 years)

Tiaa

2013 - 2016 (3 years)

Tiaa

Disclosures

Please visit the SEC profile of Jung Seh 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 Bogart Wealth, LLC

Amanda Muse
Spring, TX
Misty Garza
Sugar Land, TX
Daniel Evans
Spring, TX
Leah Dwyer
Mc Lean, VA
Jung Seh
Mclean, VA
Nicolas Conforti
Mc Lean, VA
Peter Knoer
Houston, TX
Michael Duffy
Mc Lean, VA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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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.

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