Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
12yrs
Jun Gu
Financial advisor at Corient
Jun Gu has worked in the financial industry for 12 years and is a financial advisor based in Houston, Texas. Jun has been with Corient since 2023; before that, Jun spent two years at Stavis & Cohen Private Wealth and seven years at SCF Private Wealth Holdings. Jun holds the CFA designation.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
Office1330 Post Oak Blvd, Suite 2190, Houston, TX 77056
FirmCorient
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$6.07 million
Advisors at the firm653
States licensed ?1 state
Services through Corient
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsMarket timingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2023 – nowCorientCurrent firm
- 2021 – 2023Stavis & Cohen Private Wealth, LLCPreviously
- 2014 – 2021SCF Private Wealth Holdings, LLCPreviously
Contact Jun
Local office(713) 275-7750Ask for Jun. (305) 735-2020Main office · Miami, FL 1330 Post Oak Blvd, Suite 2190Houston, TX 77056Office · Get directions Facebook pageCorient
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Questions to ask Jun
Tailored to Jun’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jun
How do I contact Jun?
Call Jun’s local office at (713) 275-7750 or the Corient main office at (305) 735-2020, and ask for Jun Gu.
How long has Jun been a financial advisor?
Jun has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does Jun hold?
Series 63. Tap any license on this page to see what it allows.
Is Jun a fiduciary?
Jun is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Jun paid?
Corient reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Jun for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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