Timon J. Sun

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 11/2024 → Present
  J.P. Morgan Securities Llc
  San Francisco, CA
• 11/2023 → Present
  Jpmorgan Chase Bank, N.A.
  San Francisco, CA
• 06/2022 → 08/2022
  First Republic Bank
  Los Angeles, CA
• 08/2019 → 05/2023
  University Of Southern California
  Los Angeles, CA
• 02/2020 → 09/2023
  Univeristy Of Southern California
  Los Angeles, CA
• 12/2019 → 01/2020
  Nike, Inc
  San Jose, CA
• 08/2017 → 06/2023
  Next Level Sports Foundation Inc
  San Jose, CA
• 06/2018 → 07/2018
  Liberation Distribution Llc
  San Jose, CA
• 11/2014 → 07/2017
  Unemployed
  San Jose, CA
• 10/2023 → 10/2023
  Unemployed
  San Jose, CA
• 06/2019 → 08/2019
  Nike, Inc
  San Jose, CA

Other Businesses

I am a sole proprietor of an online coaching business DBA Sun Fitness. The business is NOT investment related. The business is purely online, and registered in Santa Clara county under my home address (1694 Cassiar Dr, San Jose, 95130). I am founder and coach at Sun Fitness, where I provide fitness guidance to my clients. I founded Sun Fitness around July 2023. I spend around 3 hours a week doing my online coaching, and none of those hours are during securities trading hours. Online coaching consists of responding to client texts, and updating client workout programs.

Exams

• S66 Uniform Combined State Law Examination
  2025-04-09

Other Names

• Timon Sun
• Timon Jiu Sun