Jun Chen

Financial advisor at Fidare Wealth Solutions LLC · New York, NY

Last updated 2026-10-10

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Jun Chen is a financial advisor at Fidare Wealth Solutions LLC in New York, NY, CRD 6091286. Licenses and exams on the registration: Series 66. IAPD registration began 2017-06-27.

Registration

CRD number
6091286
Registration status
Active
IAPD registration
2017-06-27
Industry Experience
9 years
Work Experience
10 years
States registered
NY

Licenses and exams

  • Series 66

Work history

  • 2017-06 to 2017-07 · Summit Equities · Parsippany, NJ
  • 2016-08 to 2017-06 · Park Avenue Securities · New York, NY
  • 2017-06 to 2017-07 · Summit Financial Resources Inc · Parsippany, NJ
  • 2017-06 to 2017-07 · Summit Risk Management Inc · Parsippany, NJ
  • 2018-04 to 2022-04 · Northwestern Mutual Investment Services LLC · New York, NY
  • 2022-04 to 2022-07 · Grow Today LLC · New York, NY
  • 2022-08 to 2022-10 · Unemployed · Jamaica, NY
  • 2022-11 to 2024-01 · Fidelity Investments · Chappaqua, NY
  • 2017-08 to 2018-03 · Unemployed · Jamaica, NY
  • 2016-08 to 2017-06 · Guardian Life Insurance · New York, NY
  • 2024-04 to Present · Fidare Wealth Solutions LLC · New York, NY

Current employment

  • Fidare Wealth Solutions LLC · New York, NY

SEC IAPD record for Jun Chen

About

Jun Chen is a financial advisor at Fidare Wealth Solutions LLC in New York, NY. Reported securities licenses include Series 66. The latest record indicates 9 years of industry experience and 10 years of reported work history.

Location

136 Madison Avenue, New York, NY 10016

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Official record

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