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Junqing Sun

Investment adviser representative at J.P. Morgan Securities LLC
11 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

11 years in the industry.

  1. J.P. Morgan Securities LLCJan 2026 to now
  2. JPMorgan Chase Bank, N.A.Jan 2026 to now
  3. Bank of AmericaDec 2022 to Dec 2025
  4. Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2022 to Dec 2025
  5. Raymond JamesJun 2021 to Nov 2022
  6. Seaproducks IncMay 2021 to Jun 2021
  7. UnemployedMar 2021 to Apr 2021
  8. Neptune Seafood, IncJun 2020 to Feb 2021
  9. Golden Bay Seafood LLCOct 2017 to May 2020
  10. UnemployedJun 2017 to Sep 2017
  11. Seapeak IncAug 2015 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 2 states (TX, WA).

J.P. Morgan Securities LLC

$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 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
7394140
Firm CRD
79
Advisor's SEC record (opens in a new tab)
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