Jun Chen
Professional Summary
Jun Chen, who also goes by Jun W Chen, Junwen Chen, Juwen Chen, Jun Chen, is a registered financial advisor currently at FIDARE WEALTH SOLUTIONS LLC located in New York, New York. Jun is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Jun has worked at 11 firms and has passed the Series 66, SIE, Series 7 and Series 56 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jun W Chen, Junwen Chen, Juwen Chen, Jun Chen
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
14 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
FIDARE WEALTH SOLUTIONS LLC
Contact Information
Main Address
136 Madison Avenue 6th Floor, New York, NY 10016Phone Number
(347) 866-3225# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
37AUM (Assets Under Management)
$14,160,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(5/17/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 56 — Proprietary Trader Qualification Examination
Passed Aug 2012Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Jun Chen's CRS (Customer Relationship Summary).
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