JZ
Jun Zhu
CRYSTAL INVESTMENT MANAGEMENT
Mopraga, CA
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CRD#: 2856276
JZ
Professional summary
Jun Zhu is a registered financial advisor currently at CRYSTAL INVESTMENT MANAGEMENT located in Mopraga, California.
Jun is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Jun has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
AS A SORE PROPRIETOR WORKING FROM HOME, I HAVE AN NON INVESTMENT-RELATED BUSINESS OF SELLING SIGNALS TO OTHER ADVISOERS. THE BUSINESS STARTS FROM 05/2016. THE SIGNALS FOCUS ON ASSET ALLOCATION AND ARE AUTOMATICALLY GENERATED BY A PROPRIETARY COMPUTER PROGRAM. IT TAKES ABOUT 5 HOURS PER WEEK TO MANINTAIN THE COMPUTER PROGRAM, GENERATE AND DISTRIBUTE THE SIGNALS. IT IS USUALLY DONE DURING THE WEEKEND TIME.
CRS (Client Relationship Summary) - RIA
Click below to view Jun Zhu's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 23, 2021 - Present
CRYSTAL INVESTMENT MANAGEMENT
RIA
CRD#: 153500
Mopraga, CA
Past
July 4, 2012 - July 11, 2017
CABANA ADVISORS, LLC
RIA
CRD#: 145395
MORAGA, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(9/23/2021)
Exams
Current Firm
CI
CRYSTAL INVESTMENT MANAGEMENT
CRYSTAL INVESTMENT MANAGEMENT | ZHU, JUN
CRD#: 153500 / SEC#:
California
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Contact information
Main Address
Moraga, CA
Mailing Address
Phone number
(415) 503-9008
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 8 |
| AUM (Assets Under Management) | $ 331,624 |
Red Flags
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