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RIA / WealthAdvisorCertified Financial Planner23 years in industry

JENNIFER SUNYOUNG CHUNG

Advisor at CORIENT

ITASCA, IL

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Search this name across graphsid dfx:ria:66a18d30-13d1-cb8e-5489-e4ab38a6ef90

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Oct 22, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CORIENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 22, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: May 30, 2013
First registration: Oct 22, 2002
Dual registered: no
Other names: JENNIFER KIM|SUN YOUNG CHUNG|SUN YOUNG CHUNG|JENNIFER SUNYOUNG KIM
IAPD individual key: 4294005

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Corient	Independent wealth	Dec 16, 2022	n/a	yes	ITASCA, IL	Current employment
BALASA DINVERNO FOLTZ LLC	Former SEC adviser	Mar 13, 2019	Mar 31, 2023	no	ITASCA, IL	Previous registration
MORGAN STANLEY	Wirehouse	Apr 19, 2013	Jan 10, 2019	no	Oak Brook, IL	Previous registration
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Mar 6, 2012	Oct 16, 2012	no	NORTHBROOK, IL	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	May 18, 2005	Jan 9, 2009	no	GLENVIEW, IL\|GLENVIEW, IL	Previous registration
OSAIC FA, INC.	Former SEC adviser	Oct 22, 2002	May 22, 2003	no	CHICAGO, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BALASA DINVERNO FOLTZ LLC	Corient	Mar 31, 2023	Dec 16, 2022	-105	Bulk transfer	RIA to RIA
MORGAN STANLEY	BALASA DINVERNO FOLTZ LLC	Jan 10, 2019	Mar 13, 2019	62	Firm change	Wirehouse to RIA
CETERA INVESTMENT ADVISERS LLC	MORGAN STANLEY	Oct 16, 2012	Apr 19, 2013	185	Firm change	Other
LPL FINANCIAL LLC	CETERA INVESTMENT ADVISERS LLC	Jan 9, 2009	Mar 6, 2012	1,152	Firm change after gap	Other
OSAIC FA, INC.	LPL FINANCIAL LLC	May 22, 2003	May 18, 2005	727	Firm change after gap	Other

Relationships

Registered with (6)

→ CORIENTRegistered adviserregistration: current employment
Dec 16, 2022 to presentfactForm ADV
→ BALASA DINVERNO FOLTZ LLCRegistered adviserregistration: previous registration
Mar 13, 2019 to Mar 31, 2023factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Apr 19, 2013 to Jan 10, 2019factForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Mar 6, 2012 to Oct 16, 2012factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
May 18, 2005 to Jan 9, 2009factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Oct 22, 2002 to May 22, 2003factForm ADV

Dated events

No dated event names this entity yet.