Jack Zheng Sun
Investment adviser representative at Empirical Wealth Management
10 yearsExperience
1 stateRegistered in
CFADesignation
$8.4BFirm assets
Are you Jack Zheng Sun? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Empirical Wealth ManagementMay 2023 to now
- Not EmployedOct 2022 to Apr 2023
- Cephei Capital ManagementApr 2021 to Sep 2022
- PNC Financial ServicesJun 2019 to Apr 2021
- Nmg GroupJul 2017 to May 2019
- Credit SuisseJan 2016 to Apr 2017
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (CA).
Empirical Wealth Management
Legal name: Empirical Financial Services, LLC
$8.4BAssets managed
2,400Clients
65Advisers
15 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
- 5726481
- Firm CRD
- 152622