Jingwen Sun

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 05/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Milpitas, CA
• 12/2025 → 03/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Jose, CA
• 05/2024 → 12/2025
  New York Life
  San Ramon, CA
• 01/2024 → 05/2024
  Julia Hsiao Insurance & Financial Services
  Cupertino, CA
• 06/2023 → 02/2024
  Smk Electronics Corp
  San Jose, CA
• 02/2023 → 05/2023
  Meanwell
  Fremont, CA
• 08/2022 → 01/2023
  I-Test
  Milpitas, CA
• 07/2022 → 07/2022
  Total Success Inc
  San Ramon, CA
• 07/2022 → 08/2022
  Unemployed
  Fremont, CA
• 05/2019 → 02/2020
  Gmc Semitech Co., Ltd.
  Shanghai
• 11/2016 → 05/2019
  Marketech Lnternational Corp
  Shanghai
• 02/2020 → 07/2022
  Unemployed
  Fremomt, CA
• 06/2016 → 11/2016
  Unemployed
  Shanghai
• 01/2022 → 11/2022
  Independent Consultant
  Fremont, CA
• 11/2019 → 02/2020
  Mic-Tech
  Shanghai
• 05/2023 → 06/2023
  Appleone Inc
  San Jose, CA
• 02/2026 → 03/2026
  Bank Of America, N.A
  San Jose, CA
• 06/2026 → Present
  Bank Of America, N.A.
  Milpitas, CA

Exams

• S66 Uniform Combined State Law Examination
  2026-04-21

Other Names

• Amber Sun