Going Together, Growing Further: Jeremy Tung’s First Year on the Victory Financial Platform

When Jeremy Tung decided to move into independence, it wasn’t just a career shift; it was a commitment to deeper planning, stronger client relationships, and a future built on partnership. One year later, Jeremy reflects on that decision as a defining moment in both his personal and professional growth.

Jeremy entered the financial industry in 2017, initially focused on traditional product sales. Over time, he saw firsthand how effective financial planning could be in changing a client’s trajectory. As internal restrictions tightened and planning became harder to deliver, he knew he needed a different path.

The turning point came when a trusted mentor and partner told him, “Let’s do this. It’s time.” That simple conversation opened the door to the world of independence and to Victory Financial.

A Better Experience for Clients and Advisors

Since joining Victory Financial, Jeremy has seen a dramatic improvement in the client experience. With more planning tools, more flexibility, and more transparent processes, he can deliver recommendations with clarity and precision.

He describes the support at Victory Financial as “phenomenal,” highlighting the open culture, the easy access to help, and the back-office team that keeps business moving efficiently. The difference, he says, is night and day. His clients have noticed it, too. Nearly all followed him to the new platform, reinforcing what so many advisors experience - clients stay with the person they trust, not the logo on the business card.

A Breakthrough Year of Growth

Jeremy’s first year with Victory Financial has been his strongest yet. His take-home income has more than doubled compared to his best year before independence, strengthening his conviction that he made the right move. He credits the change to two things:

• The economics of the independent model, which provides a far more favorable split, and

• The environment around him fueled his own growth as a planner.

“Being surrounded by great advisors pushes you to up your game,” Jeremy shared. “Just seeing what’s possible changes everything.”

Learning From the Best

Part of Jeremy’s success comes from leaning into Victory Financial’s advisor community. He actively collaborates with high-producing advisors and leads within the firm, learning advanced planning concepts, tax strategies, and value-add ideas that strengthen his client experience.

He also credits his peers for helping him navigate the independent world and pointing him toward new tools and strategies. That support, he says, has been essential.

As he plans for the next year, Jeremy aims to strengthen his presence in his home community, focusing on competing through deeper planning, education-focused conversations, and a more holistic approach than many local competitors. His partnership with his mentor remains one of the strongest parts of his business. “If you want to go fast, you go by yourself. If you want to go far, you go together,” he said, describing the collaboration that has shaped his career.

Advice for Advisors Considering Independence

Jeremy’s guidance is straightforward and honest: “Expect to work hard in the first few months. Independence rewards consistency, humility, and asking questions. But if you’re willing to put in the work, the difference on the other side is worth it.”

He emphasizes that the two most significant factors behind his success are:

• The environment: open, collaborative, and willing to help.

• The back-office support: responsive, innovative, and efficient.

Reflecting on his first year, Jeremy sees independence not only as the right move but as the move that unlocked his potential. Founder Jeff Davidson agrees: “Jeremy’s breakthrough this year reflects exactly what independence at Victory Financial is all about. Support, community, and the freedom to build your practice your way.”

At Victory Financial, we’re proud to support advisors like Jeremy who are building careers with intention and going further together. Interested in building your practice with more flexibility and ownership? Learn more about Victory Financial’s advisor platform.