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136 Madison Avenue 6Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-05-17 |
Branch Locations
136 Madison Avenue 6Th Floor, New York, NY 10016 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Equities | Parsippany | NJ | 06/2017 | 07/2017 |
| Park Avenue Securities | New York | NY | 08/2016 | 06/2017 |
| Summit Financial Resources Inc | Parsippany | NJ | 06/2017 | 07/2017 |
| Summit Risk Management Inc | Parsippany | NJ | 06/2017 | 07/2017 |
| Northwestern Mutual Investment Services Llc | New York | NY | 04/2018 | 04/2022 |
| Grow Today Llc | New York | NY | 04/2022 | 07/2022 |
| Unemployed | Jamaica | NY | 08/2022 | 10/2022 |
| Fidelity Investments | Chappaqua | NY | 11/2022 | 01/2024 |
| Unemployed | Jamaica | NY | 08/2017 | 03/2018 |
| Guardian Life Insurance | New York | NY | 08/2016 | 06/2017 |
| Fidare Wealth Solutions Llc | New York | NY | 04/2024 | Present |
INSURANCE SALES; INVESTMENT-RELATED; NEW YORK; INSURANCE AGENT; START DATE: 2024; APPROXIMATELY 40 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS. JUN CHEN PROVIDES FINANCIAL COACHING, NOT FINANCIAL ADVICE TO DOMESTIC VIOLENCE SURVIVORS. NOT INVESTMENT RELATED. NO COMPENSATION. .05 HOURS A MONTH AS A VOLUNTEER CFP. DUTIES ARE TO GUIDE A DV SURVIVOR THROUGH ORGANIZING FINANCES AND EDUCATING THEM ON BUDGETING. JUN CHEN PROVIDES FINANCIAL COACHING, NOT FINANCIAL ADVICE TO WIDOWERS. NOT INVESTMENT RELATED BUSINESS. NO COMPENSATION. START DATE AS 11/05/2025. 10 HOURS PER MONTH AS A VOLUNTEER CFP. DUTIES ARE TO GUIDE WIDOWER THROUGH ORGANIZING FINANCES AND EDUCATING THEM ON PROCEDURAL OBLIGATIONS OF A WIDOWER. JUN CHEN ACTS AS A VOLUNTEER CFP FOR COORDINATED ASSISTANCE NETWORK (CAN), PROVIDING PRO BONO FINANCIAL PLANNING SERVICES TO VETERANS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-25 |
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