Jennifer A Sun is an investment adviser representative (IAR) with state registration records since 2013, appearing at 7 firms. Currently registered with MORGAN STANLEY SMITH BARNEY LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 2023-11-01 | present | Yes |
| ADERO PARTNERS, LLC | 2022-04-06 | 2023-02-23 | — |
| CRESSET ASSET MANAGEMENT, LLC | 2021-06-11 | 2022-02-04 | — |
| RELEVANT WEALTH ADVISORS, LLC | 2017-01-25 | 2021-06-22 | — |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | 2016-10-05 | 2017-01-06 | — |
| WEALTHFRONT ADVISERS LLC | 2016-03-02 | 2016-06-24 | — |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | 2014-01-24 | 2016-03-02 | — |
| HARRISDIRECT LLC | 2013-06-21 | 2014-01-28 | — |