JJ
JJ

Jun Jiang

4 Years of Experience
Irvine, CA

Jun Jiang is a registered investment advisor at Sunstone Advisors, LLC, based in Irvine, CA, with 4 years of industry experience. Jun operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management. Their firm serves 9 clients with $96M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
IM Fee
Planning only
Assets Under Management
$95.6M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

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

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Jun is a Director in the Investment Department at Sunstone Management Inc, a private capital firm, since November 2022. This takes about a quarter of Jun's time, with 40 hours per month occurring during securities hours.

Employment History
Current Registrations
Sunstone Advisors, LLC
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Elite Advisors, LLC
April 2019 - December 2020 · 1 yr 8 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.