Marian Jung has been an investment adviser representative at Aspirean Wealth since September 2015, and is not listed among the firm’s executive officers or direct owners. Marian Jung holds a Degree in business from the University of California, Berkeley.
Aspirean Wealth, LLC is a Mill Valley, CA firm with $233M under management, 165 clients and 6 advisers across 3 offices, as of its January 2026 filing.
Marian Jung is Wealth Manager, Senior Associate of Aspirean Wealth. Jung joined Arthur Andersen & Co., where Jung learned the intricacies of small businesses and how owners' business and personal objectives intertwine.
Marian Jung’s longest registration is the current one, 11 years at Aspirean Wealth since 2015. Before joining Aspirean Wealth in 2015, Marian Jung was registered through Opes Advisors, Inc.
- Aspirean Wealth, LLCCurrent– present · 11 yearsMill Valley, CA · Adviser representative · Firm CRD 173138
- Opes Advisors, Inc.– · 6 yearsLarkspur, CA · Adviser representative · Firm CRD 132996
Investment adviser representative registrations
Marian Jung is registered as an investment adviser representative in California, since September 2015.
- CaliforniaSince 21 September 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 February 2009 |
| Series 22 | Direct Participation Programs Representative Examination | 4 May 1988 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Direct Participation Programs Representative Examination
- Full name
- Marian May Jung
- CRD
- 1481834
- Firm
- Aspirean Wealth · CRD 173138
- Office
- 6 KNOLL LANE, SUITE B, Mill Valley, CA 94941
- Registration
- Investment adviser registration
- In the industry since
- March 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- aspirean.com
Where does Marian Jung work?
Marian Jung is an investment adviser representative registered through Aspirean Wealth, LLC since September 2015, and is not listed among the firm’s executive officers or direct owners.
Is Marian Jung a financial advisor?
Yes. Marian Jung has a current investment-adviser registration in California, through Aspirean Wealth since September 2015.
How many years of experience does Marian Jung have?
Marian Jung has 17 years in the financial industry, since March 2009, across 2 adviser firms.
What exams has Marian Jung passed?
Marian Jung has passed 2 licensing exams: the Series 22 and Series 65. The earliest, the Series 22, was passed in May 1988.
Where did Marian Jung work before Aspirean Wealth?
Before Aspirean Wealth, Marian Jung was registered through Opes Advisors, Inc., February 2009 to September 2015.
Where is Marian Jung based?
Marian Jung’s registered office is in Mill Valley, CA.
Is Marian Jung registered with FINRA?
No. Marian Jung has no current broker registration.
How can I verify Marian Jung’s record?
Search CRD 1481834 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Marian Jung’s full registration record.
