Jennifer A Sun

CRD 4802020 · Morgan Stanley · San Francisco, CA

IA RegisteredBroker

Also appears in the source record as: Jennifer Ann Sun

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (9): Series 66Series 63Series 24Series 10Series 9Series 99TOSeries 7TOSIESeries 7
Registered states (53): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 21
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Morgan Stanley
Firm CRD: 149777
SEC number: 801-70103
Assets under management: $2.0T as of Jun 30, 2026
Website: www.morganstanley.com ↗
Phone: 914-225-5510
Firm location: Purchase, NY, 10577-2530

Employment history (14)

From the source registration record · current first

Morgan StanleyCurrent
San Francisco, CA · IA capacity

Nov 1, 2023 → present
Adero Partners, LLC
IA capacity

Apr 6, 2022 → Feb 23, 2023
Cresset Asset Management, LLC
IA capacity

Jun 11, 2021 → Feb 4, 2022
Relevant Wealth Advisors, LLC
IA capacity

Jan 25, 2017 → Jun 22, 2021
Relevant Wealth Advisors, LLC
BD capacity

Jan 24, 2017 → Jun 22, 2021
First Republic Securities Company, LLC
BD capacity

Oct 5, 2016 → Jan 6, 2017
First Republic Investment Management, Inc.
IA capacity

Oct 5, 2016 → Jan 6, 2017
Wealthfront
IA capacity

Mar 2, 2016 → Jun 24, 2016
Wealthfront Brokerage Corporation
BD capacity

Mar 1, 2016 → Jun 24, 2016
First Republic Securities Company, LLC
BD capacity

Jan 24, 2014 → Mar 2, 2016
First Republic Investment Management, Inc.
IA capacity

Jan 24, 2014 → Mar 2, 2016
E*trade Capital Management, LLC
IA capacity

Jun 21, 2013 → Jan 28, 2014
E*trade Securities LLC
BD capacity

Feb 28, 2013 → Jan 28, 2014
T.R. Winston & Company, LLC
BD capacity

May 11, 2005 → Nov 27, 2012

Source & corrections

Where this page comes from

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