Morgan Stanley
47yrs
Top advisor by experience in New York
2yrs
Jun Chen
Financial advisor at J.P. Morgan Securities
Jun Chen is a fiduciary financial advisor in New York, New York, with 2 years in the industry. Jun joined J.P. Morgan Securities in 2024, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
OfficeRock Center, 1230 Avenue Of Americas, New York, NY 10020
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Jun
Local office(646) 274-2550Ask for Jun. (800) 999-2000Main office Rock Center, 1230 Avenue Of AmericasNew York, NY 10020Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Jun
Tailored to Jun’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 (646) 274-2550 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Jun Chen.
How long has Jun been a financial advisor?
Jun has been in the industry since 2024, about 2 years. 2 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?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, 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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