Morgan Stanley
47yrs
Top advisor by experience in New York
9yrs
Jun Chen
Financial advisor at Fidare Wealth Solutions
Based in New York, New York, Jun Chen is a fiduciary financial advisor with 9 years of industry experience. Jun joined Fidare Wealth Solutions in 2024, after a year at Fidelity Personal and Workplace Advisors and less than a year at Grow Today. Fidare Wealth Solutions offers financial planning and investment management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office136 Madison Avenue 6th Floor, New York, NY 10016
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$544,615
Advisors at the firm2
States licensed ?1 state
Services through Fidare Wealth Solutions
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowFidare Wealth Solutions LLCCurrent firm
- Dec 2022 – Feb 2024Fidelity Personal and Workplace AdvisorsPreviously
- Jun 2022 – Jun 2022Grow Today LLCPreviously
- 2018 – 2022Northwestern Mutual Investment Services, LLCPreviously
- Jun 2017 – Jul 2017Summit Equities, Inc.Previously
- Jun 2017 – Jul 2017Summit Financial Resources Inc.Previously
Questions to ask Jun
Tailored to Jun’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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 Fidare Wealth Solutions at 347-866-3225 and ask for Jun Chen. Jun works from the New York, NY office.
How long has Jun been a financial advisor?
Jun has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Jun hold?
Series 66. Tap any license on this page to see what it allows.
Is Jun a fiduciary?
Jun is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jun paid?
Fidare Wealth Solutions reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed 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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