Jun Jiang

SUNSTONE ADVISORS

Irvine, CA 92612

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CRD#: 7064602

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jasmine Jiang

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.

Sunstone Management Inc; Investment-Related; Irvine, CA; Private Capital Firm; Director, Investment Department; 11/2022; 50 hrs/mo; 40 hrs/mo during securities hours; Duties are director of investment department activities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jun Jiang'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®

None

Experience

Current

January 20, 2023 - Present

SUNSTONE ADVISORS, LLC

Office #1: 18881 Von Karman Avenue Floor 5, Suite 500, Irvine, CA 92612

RIA

CRD#: 324002

Irvine, CA

Past

April 9, 2019 - December 31, 2020

ELITE ADVISORS, LLC

RIA

CRD#: 282117

LONG BEACH, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SUNSTONE ADVISORS, LLC

CRD#: 324002 / SEC#: 801-127225

RIA

Registered Investment Advisory firm - (1/20/2023 Approved)

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
(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

State Security Law Exam

Series 63

Date: 2/3/2023

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 4/9/2019

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 8/19/2023

Securities Industry Essentials Examination

Current Firm

SUNSTONE ADVISORS, LLC

CRD#: 324002 / SEC#: 801-127225

RIA

Registered Investment Advisory firm - (1/20/2023 Approved)

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Contact information

Main Address

18881 Von Karman Avenue Floor 5, Suite 500, Irvine, CA 92612

Mailing Address

Phone number

(949) 771-1764

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

SUNSTONE ADVISORS 2025 ANNUAL AMENDMENT PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	9
AUM (Assets Under Management)	$ 95,561,196

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jun Jiang

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jun Jiang's CRS (Customer Relationship Summary).

Certified licenses

Experience

SUNSTONE ADVISORS, LLC

ELITE ADVISORS, LLC

Primary Firm SEC Registration

SUNSTONE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 2/3/2023

Series 65

Date: 4/9/2019

SIE

Date: 8/19/2023

Current Firm

SUNSTONE ADVISORS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SUNSTONE ADVISORS, LLC

TRUST BUT VERIFY

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