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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer A. Sun is an Investment Advisor Representative at Morgan Stanley. Jennifer is a highly experienced financial professional, having been in the industry since 2005. Jennifer holds the Series 7, 9, 10, 24, 63, and 66 licenses. Jennifer has previously worked for First Republic Securities Company, LLC, E*TRADE SECURITIES LLC, T.R. WINSTON & COMPANY, LLC, Relevant Wealth Advisors, LLC, and Wealthfront Brokerage Corporation. Jennifer specializes in providing investment advice and financial planning services to a wide range of clients, including high-net-worth individuals, corporations, and institutional investors. Jennifer is committed to helping clients achieve their financial goals by providing them with personalized advice and guidance.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
11/02/2023 - Present
Morgan Stanley (San Francisco CA)
CA
01/24/2017 - 06/22/2021
RELEVANT WEALTH ADVISORS, LLC (MILL VALLEY CA)
CA
10/05/2016 - 01/06/2017
FIRST REPUBLIC SECURITIES COMPANY, LLC (SAN FRANCISCO CA)
CA
03/01/2016 - 06/24/2016
WEALTHFRONT BROKERAGE CORPORATION (PALO ALTO CA)
CA
01/24/2014 - 03/02/2016
FIRST REPUBLIC SECURITIES COMPANY, LLC (SAN FRANCISCO CA)
CA
02/28/2013 - 01/28/2014
E*TRADE SECURITIES LLC (SAN FRANCISCO CA)
CA
05/11/2005 - 11/27/2012
T.R. WINSTON & COMPANY, LLC (LOS ANGELES CA)
BOTH
Issued 12/08/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/10/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/10/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/10/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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