Jennifer Sun

Jennifer Sun

Client Services Manager

Contact

As Client Services Manager at Relevant Wealth Advisors, Jennifer is responsible for oversight of portfolio accounting and performance, client servicing, operations, and compliance.

Jennifer brings over 14 years of financial services experience supervising front, middle, and back office operations. She has worked at Wedbush Securities, Inc., T.R. Winston & Company, and E*TRADE Financial Corporation. Jennifer served as Director of Operations at First Republic Securities Company, where she was responsible for managing the client administration process. She supervised a team of associates that handled tasks from new account opening, ACATs, and maintenance to margin and cashiering. She also played an instrumental role in project management, training, and automation efforts for the department.

Background, Education, and Professional Qualifications

Jennifer received Bachelor of Arts Degrees in both Economics and Political Science from the University of California, San Diego. She holds professional designations of General Securities Representative, Registered Investment Advisor, General Securities Principal, and General Securities Sales Supervisor.