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Jack Zheng Sun

Empirical Wealth Management

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About Jack Zheng Sun

Jack Zheng Sun is a financial advisor with Empirical Wealth Management, a firm with offices in Seattle, WA and San Mateo, CA. Jack has been in the industry since 2009. Jack is a Chartered Financial Analyst and holds the Series 66, Series 7, and SIE licenses. Jack's professional background includes roles at Pershing LLC, Credit Suisse, NMG Group, PNC Financial Services, and Cephei Capital Management.

Firm Information

Jack Sun is currently registered with Empirical Wealth Management. Empirical Wealth Management is a Seattle, Washington-based firm managing over $5.5 billion in assets for a diverse clientele, including high-net-worth individuals, corporations, pooled investment vehicles, and charitable organizations. Their services encompass financial planning, portfolio management, pension consulting, and tax preparation. With a team of 59 investment advisors, they provide customized investment solutions tailored to individual needs and risk tolerances.
Empirical Wealth Management

1420 5TH AVE

SEATTLE, WA 98101

$5.53B

Assets Under Management

Not reported

Total Clients

57

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tax preparation and insurance services

Tax preparation and insurance services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jack Sun’s Registration & Firm History

WA

06/11/2024 - Present

Empirical Wealth Management (SEATTLE WA)

NJ

03/18/2014 - 12/08/2015

PERSHING LLC (JERSEY CITY NJ)

NJ

11/17/2009 - 02/08/2013

BLACKROCK INVESTMENTS, LLC (PRINCETON NJ)

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Licenses & Designations

BOTH

Issued 12/14/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/08/2015

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jack Zheng Sun.
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