Jun Jiang
Professional Summary
Jun Jiang, who also goes by Jasmine Jiang, is a registered financial advisor currently at SUNSTONE ADVISORS, LLC located in Irvine, California. Jun is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jun has worked at 2 firms and has passed the Series 63, Series 65 and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jasmine Jiang
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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 on record.
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Years of Experience
7 years in the financial services industry
Current & Past Employments
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Current Firm
SUNSTONE ADVISORS, LLC
Contact Information
Main Address
18881 Von Karman Avenue Suite 500, Irvine, CA 92612Phone Number
(949) 771-1764# of Employees
25SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Regulatory Assets Under Management
Total Number of Accounts
9AUM (Assets Under Management)
$122,826,584Similar Advisors
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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.
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Primary Firm SEC Registration
SUNSTONE ADVISORS, LLC
State Registrations and Notice Filings
(1/20/2023)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Jun Jiang's CRS (Customer Relationship Summary).
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