JY
Jun Xian Yee
IFAST SECURITIES US
SAN JOSE, CA 95113
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CRD#: 7461734
JY
Professional summary
Jun Xian Yee is a registered financial professional currently at IFAST SECURITIES US CORPORATION located in San Jose, California.
Jun Xian is registered as a RR (Registered Representative) and started their career in finance in 2024. Jun Xian has worked at 1 firm and has passed the Series 27 exam.
Question & Answer
Are you a "fiduciary"?
No
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - BD
Click below to view Jun Xian Yee'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
July 22, 2024 - Present
IFAST SECURITIES US CORPORATION
Office #1: 18 South 2nd Street #126, San Jose, CA 95113Office #2: 18 South 2nd Street #126, San Jose, CA 95113BD
CRD#: 327903
SAN JOSE, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
IS
IFAST SECURITIES US CORPORATION
IFAST SECURITIES US CORPORATION
CRD#: 327903 / SEC#: , 8-71137
BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
PREMIUM
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Contact information
Main Address
18 South 2nd Street #126, San Jose, CA 95113
Mailing Address
10 Collyer Quay #26-01 Ocean Financial Centre, Singapore 049315
Phone number
(669) 242-5999
Established
Delaware since 05/07/2021
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| IFAST CORPORATION LTD | SHAREHOLDER | |
| CHUA, WOON YANG | CHIEF COMPLIANCE OFFICER | 7475891 |
| HENDERSON, STUART ROBERT | FINOP | 1121476 |
| ISRAEL, ADAM MICHAEL | CCO | 1217606 |
| LI, HERAN | PRINCIPAL OPERATING OFFICER | 8184422 |
| LIM, ZHI HAO HENRY | POO | 7499888 |
| TAN, SUI HAN EUGENE | CHIEF EXECUTIVE OFFICER | 7430048 |
| WONG, TUNG KIN | CHIEF COMPLIANCE OFFICER | 7430038 |
| YEE, JUN XIAN | FINOP, PFO | 7461734 |
Red Flags
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