Jennifer A Sun

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2016 → 01/2017
  First Republic Bank
  San Francisco, CA
• 01/2017 → 05/2021
  Relevant Wealth Advisors
  Mill Valley, CA
• 06/2021 → 02/2022
  Cresset Asset Management, Llc
  San Francisco, CA
• 03/2022 → 12/2022
  Vista Wealth Management Group, Llc
  Pleasanton, CA
• 10/2023 → Present
  Morgan Stanley
  San Francisco, CA
• 01/2023 → 09/2023
  Not Employed
  N/A, CA

Previous Registrations

• 2022-04-06 → 2023-02-23
  Adero Partners, Llc
  Pleasanton, CA
• 2021-06-11 → 2022-02-04
  Cresset Asset Management, Llc
  Chicago, IL
  San Francisco, CA
• 2017-01-25 → 2021-06-22
  Relevant Wealth Advisors, Llc
  Mill Valley, CA
  Mill Valley, CA
• 2016-10-05 → 2017-01-06
  J.P. Morgan Private Wealth Advisors Llc
  San Francisco, CA
• 2016-03-02 → 2016-06-24
  Wealthfront Advisers Llc
  Palo Alto, CA
• 2014-01-24 → 2016-03-02
  J.P. Morgan Private Wealth Advisors Llc
  San Francisco, CA
• 2013-06-21 → 2014-01-28
  Harrisdirect Llc
  Arlington, VA

Exams

• S66 Uniform Combined State Law Examination
  2023-12-08
• S63 Uniform Securities Agent State Law Examination
  2005-06-11

Other Names

• Jennifer Ann Sun