Jeffrey Sun, financial advisor Hacienda Heights CA
93 score

Jeffrey Sun

CRD Number: 3088443
Current Firm: J.p. Morgan Securities LLC

Jeffrey Sun (CRD# 3088443) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Hacienda Heights, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Securities LLC Hacienda Heights, CA Jul 2014 - Current 2
Bank Of America, N.a. Rowland Heights, CA Oct 2010 - Jul 2014 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Rowland Heights, CA Jan 2008 - Jul 2014 6
Fortune Securities Inc. Alhambra, CA Jan 2008 - Jun 2009 1
Forester Fiancial Partner Diamond Bar, CA Jul 2007 - Jan 2008 < 1
Hys Group Chino, CA May 2005 - Nov 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2008
S66 NASAA Uniform Combined State Law Examination May 2010
Contact Info for Jeffrey W. Sun
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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