Richard Chun, financial advisor Temple City CA

Richard Chun

CRD Number: 5609789
Current Firm: J.p. Morgan Securities LLC

Richard Chun (CRD# 5609789) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Temple City, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Rtec Group Inc. Walnut, CA Jun 2018 - Current 5
J.p. Morgan Securities LLC Temple City, CA Oct 2012 - Current 11
Richard Chun Pasadena, CA Jun 2010 - Jun 2019 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Richard F. Chun
Phone Number: 800-999-2000
Registered State(s):
  • CA
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    212,929
    MILLIONS
  • Total Number of Accounts
    982,795
    ACCOUNTS
  • Average Account Value
    $216,656
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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, WY

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