LPL Financial
45yrs
Top advisor by experience in South Jordan
4yrs
Jun Dai
Financial advisor at Morgan Stanley
Jun Dai is a fiduciary financial advisor in South Jordan, Utah, with 4 years in the industry. Jun joined Morgan Stanley in 2023, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 392 advisors with offices in South Jordan, and one of 376 fiduciaries.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
Office680 West 10000 South, South Jordan, UT 84095
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
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
- 2023 – nowMorgan StanleyCurrent firm
Contact Jun
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Jun. 680 West 10000 SouthSouth Jordan, UT 84095Office · Get directions Firm websitewww.morganstanley.com
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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?
- Your firm can charge performance-based fees. Would that apply to me?
- 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 Morgan Stanley at (914) 225-5510 and ask for Jun Dai. Jun works from the South Jordan, UT office.
How long has Jun been a financial advisor?
Jun has been in the industry since 2023, about 4 years. 4 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?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, 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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