Jun Stephen Chea
Investment adviser representative at Rainier Family Wealth, Inc.
33 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$331.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
33 years in the industry.
- Rainier Family Wealth, Inc.Sep 2024 to now
- Financial Insights, Inc.May 2022 to Sep 2024
- Key Bank NAJan 1993 to May 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Rainier Family Wealth, Inc.
$331.5MAssets managed
113Clients
3Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4451715
- Firm CRD
- 332062