Jinyu Sun, financial advisor Raritan NJ

Jinyu Sun

CRD Number: 6285503
Current Firm: Arkadios Wealth Advisors

Jinyu Sun (CRD# 6285503) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Raritan, NJ and has over 7 years of experience in the finance industry. Jinyu Sun has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Arkadios Capital (dba Rivertan Financial Group, Llc) Atlanta, GA Sep 2019 - Current 2
Arkadios Wealth Advisors (dba Rivertan Financial Group, Llc) Atlanta, GA Sep 2019 - Current 2
Jh Accounting Services, LLC Raritan, NJ May 2018 - Current 3
Triad Advisors, Inc. Norcross, GA Jan 2014 - Sep 2019 5
Bond, Andiola & Co Raritan, NJ Dec 2000 - Apr 2018 17
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2014
Contact Info for Jinyu Sun
Phone Number: 404-445-0035
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    813
    MILLIONS
  • Total Number of Accounts
    3,667
    ACCOUNTS
  • Average Account Value
    $221,664
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AL, AR, CA, CO, DE, FL, GA, ID, IL, LA, MD, MN, MO, MT, NC, NJ, OH, OR, PA, PR, SC, TN, TX, UT, WA, WI, WY

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