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Jun Jiang

Sunstone Advisors, LLC

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About Jun Jiang

Jun Jiang is a financial advisor registered with Sunstone Advisors, LLC in Irvine, CA. Jun is licensed in California and has passed the Series 65 and Series 63 exams. Jun has a strong background in finance and has worked with several firms in the past. Prior to joining Sunstone Advisors, LLC, Jun served as a director in the investment department at Sunstone Management Inc. Jun has also worked at American Lending Center Holdings Inc., Elite Advisors, LLC, Live365 Inc., and Sunstone Advisors, LLC. Jun specializes in providing investment advice to pooled investment vehicles, regional centers and other investment advisors. Jun has a proven track record of success and is committed to providing their clients with the highest level of service and expertise.

Firm Information

Jun Jiang is currently registered with Sunstone Advisors, LLC. Sunstone Advisors, LLC is an investment advisor located in Irvine, CA. The firm manages approximately $104,918,690 in assets and has a total of 9 clients. Sunstone Advisors, LLC provides portfolio management services for businesses, pooled investment vehicles, and other investment advisors. They also select other advisors for their clients.
Sunstone Advisors, LLC

18881 VON KARMAN AVENUE

IRVINE, CA 92612

$104.92M

Assets Under Management

Not reported

Total Clients

3

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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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.

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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Jun Jiang’s Registration & Firm History

CA

01/20/2023 - Present

Sunstone Advisors, LLC (IRVINE CA)

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Licenses & Designations

BC

Issued 02/03/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 04/09/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/19/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jun Jiang.
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