Sarah JunCRD Number: 6239896
Current Firm: J.p. Morgan Securities LLC
Sarah Jun (CRD# 6239896) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Duluth, GA and has over 8 years of experience in the finance industry.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Raymond James & Associates, Inc.
|Jpmorgan Chase Bank, N.a.||Cumming, GA||Dec 2014 - Current||7|
|Jp Morgan Securities LLC||Johns Creek, GA||Aug 2013 - Current||8|
|Jp Morgan Chase Bank||Johns Creek, GA||Aug 2013 - Dec 2014||1|
|Bank Of America||Duluth, GA||Oct 2011 - Aug 2013||1|
|J Buffalo Wings||Conyers, GA||Sep 2009 - Jun 2013||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2013|
|S66||NASAA Uniform Combined State Law Examination||Nov 2021|
Total Assets Under Management229,725MILLIONS
Total Number of Accounts856,594ACCOUNTS
Average Account Value$268,184
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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