Jun Dai
Investment adviser representative at Morgan Stanley
12 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Jun Dai? 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 assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Morgan StanleyJan 2022 to now
- PrideoneOct 2021 to Jan 2022
- LendioMay 2020 to Oct 2021
- UnemployedMar 2020 to May 2020
- UspsDec 2018 to Mar 2020
- UnemployedAug 2018 to Dec 2018
- UspsJul 2017 to Aug 2018
- UnemployedMay 2017 to Jul 2017
- General Dynamics Information TechnologyMar 2017 to May 2017
- Utah Chinese Community Tv LLCDec 2016 to Dec 2016
- University of UtahAug 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 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
- 7446584
- Firm CRD
- 149777