Oxbow Advisors
47yrs
Top advisor by experience in Austin
8yrs
Andrew Jun
Financial advisor at Wells Fargo Advisors
Andrew Jun is a fiduciary financial advisor in Austin, Texas, with 8 years in the industry. After a year at Truist Advisory Services and five years at Merrill Lynch, Pierce, Fenner & Smith, Andrew joined Wells Fargo Advisors in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Wells Fargo Advisors reports being paid through a percentage of assets, flat fees, and commissions.
One of 3498 advisors with offices in Austin, and one of 3168 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office12400 US Hwy 290 Suite 100, Austin, TX 78737
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowWells Fargo Clearing Services, LLCCurrent firm
- Aug 2023 – Nov 2024Truist Advisory Services, Inc.Previously
- 2018 – 2023
Questions to ask Andrew
Tailored to Andrew’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Andrew
How do I contact Andrew?
Call Wells Fargo Advisors at 314-875-3000 and ask for Andrew Jun. Andrew works from the Austin, TX office.
How long has Andrew been a financial advisor?
Andrew has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Andrew hold?
Series 66. Tap any license on this page to see what it allows.
Is Andrew a fiduciary?
Andrew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Andrew paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Andrew for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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