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Stephen Johnson

Senior Advisor, Captialwise Wealth Management

Jeremy hails from the small town of Port Lavaca, TX. As a Senior Advisor at Victory Financial, he specializes in helping middle and upper-middle-class families in the tech and engineering industries navigate financial planning.

 

Passionate about building generational wealth, Jeremy guides clients through innovative investment strategies, insurance, retirement planning, and comprehensive financial management. After earning his CERTIFIED FINANCIAL PLANNER® certification, he continues to invest in future generations by offering financial literacy classes.

 

Outside of work, Jeremy is an avid basketball and pickleball player and is deeply rooted in his faith and church community.

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jeremytung@victoryfinancialgroup.com

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Appropriately licensed individuals are registered to offer Investment Advisory Services through Victory Financial Group, LLC (“VFG”), an SEC Registered Investment Adviser. VFG does not provide tax or legal advice and is not a certified public accountant. Any decisions on whether to implement any ideas on this website should be made by the client in consultation with professional financial, tax, and legal counsel. This site is published for residents of the United States only. Investment Advisor Representatives of VFG may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the VFG Compliance Department at (512) 763-7671.These materials have been independently produced by Victory Financial Group. Victory Financial Group is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Victory Financial Group provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.

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