Juna Chiang is a CFP-designated registered investment advisor, based in Newport Beach, CA, with 17 years of industry experience.
Location
24 Corporate Plaza, Suite 150, Newport Beach, CA, 92660
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Juna is a real estate broker since 2011, dedicating approximately 60 hours per month to real estate property transactions. Juna is also a licensed insurance agent with Beacon Pointe Insurance Services, LLC since 2016, spending about 10-20% of her time selling life and/or accident/health insurance.
Employment History
Current Registrations
The Leaders Group, INC.
The Leaders Group, INC.Broker
Beacon Pointe Advisors, LLC
Previous Registrations
Jc Financial Planning & Investments, LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations4 states
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