Jeorjia Darcie Sun

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 02/2012 → 03/2019
  Raymond James Financial Services, Inc
  Newport Beach, CA
• 04/2019 → 07/2020
  Lpl Financial, Llc
  Newport Beach, CA
• 08/2020 → 11/2023
  Fsc Securities Corporation
  Newport Beach, CA
• 11/2023 → Present
  Osaic Wealth, Inc.
  Newport Beach, CA

Previous Registrations

• 2020-08-06 → 2023-11-03
  Fsc Securities Corporation
  Newport Beach, CA

Other Businesses

1. MCCARTHY WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 08/03/2020 ADDRESS: 3300 Irvine Ave #310, Newport Beach CA 92660, United States DESCRIPTION: Manage client relations, trading, etc. 2. MWM PLANNERS POSITION: Wealth Manager and Certified Financial Planner NATURE: Doing Business As (DBA) INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/27/2025 ADDRESS: 2151 Michelson Dr., Suite 195, Irvine CA 92612, United States DESCRIPTION: Advising clients

Exams

• S66 Uniform Combined State Law Examination
  2020-06-29

Designations

• Certified Financial Planner

Other Names

• Jeorjia Chen
• Jeorjia Darcie Chen