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Sarah J

Series 63, Series 66

Duluth, GA

J.P. Morgan Securities

Sarah Jun is a financial advisor with J.P. Morgan Securities in Duluth, GA, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has been with J.P. Morgan Securities since 2013 and also works with JPMorgan Chase Bank, N.A. since 2014. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Wealth management Executive Founder/Business Owner
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