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Jack Zheng Sun

Empirical Wealth Management

Seattle, WA

San Mateo, CA

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Current Employers
Empirical Wealth Management

1420 5Th Ave Suite 3150, Seattle, WA 98101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-06-11
  • CA RA
    APPROVED
    Since 2024-06-11

Branch Locations

1420 5Th Ave Suite 3150, Seattle, WA 98101 • United States

1300 S El Camino Real, San Mateo, CA 94402 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Credit Suisse Hong Kong 01/2016 04/2017
Nmg Group Hong Kong 07/2017 05/2019
Pnc Financial Services San Francisco CA 06/2019 04/2021
Cephei Capital Management San Francisco CA 04/2021 09/2022
Not Employed San Francisco CA 10/2022 04/2023
Empirical Wealth Management San Francisco CA 05/2023 Present
  • 01/2016 → 04/2017
    Credit Suisse
    Hong Kong
  • 07/2017 → 05/2019
    Nmg Group
    Hong Kong
  • 06/2019 → 04/2021
    Pnc Financial Services
    San Francisco, CA
  • 04/2021 → 09/2022
    Cephei Capital Management
    San Francisco, CA
  • 10/2022 → 04/2023
    Not Employed
    San Francisco, CA
  • 05/2023 → Present
    Empirical Wealth Management
    San Francisco, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-12-14
  • S66 Uniform Combined State Law Examination
    2009-12-14
Designations

View on SEC IAPD

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Other Investors

JOHN DAVID ALBERG
JEFFREY ALAN MULLEN
CHRIS DARRYL FEATHERSTONE
WILLIAM LEE REECE
ANDREW JAMES BARFOOT
JONATHAN JACOB WITTLIN
MATTHEW ALLAN TIGERT
JENNA M BRAZILE

Other Offices

KLAKNA GROUP LTD · SEATTLE, WA
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC · SEATTLE, WA
MADISON PARK CAPITAL ADVISORS, LLC · SEATTLE, WA
ETERNAL DIGITAL FUND LTD. · SEATTLE, WA
FREESTONE CAPITAL MANAGEMENT, LLC · SEATTLE, WA
CEDAR RIVER CAPITAL, LLC · SEATTLE, WA
ROBERT A. UNDERHILL P.C. · SEATTLE, WA
SITKA PACIFIC CAPITAL MANAGEMENT, LLC · SEATTLE, WA

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