Jason Sun Email
VP, Estate Planning Consultant @ Howden Private Wealth
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Jason Sun Location
- San Diego, CA, US
Jason Sun Work
- VP, Estate Planning Consultant @ (August 2026 - Present)
- Wealth Advisor @ (July 2025 - June 2026)
- Senior Financial Advisor @ (March 2025 - July 2025)
- Wealth Relationship Manager @ (August 2024 - March 2025)
- Workplace Planning Consultant @ (October 2022 - August 2024)
- High Net Worth Associates @ (December 2021 - October 2022)
- Investment Associate @ (February 2021 - September 2021)
- Operations Manager @ Gi2t Labs (September 2015 - January 2018)
- VP @ Jiangsu dahai intelligent system Limited by Share Ltd (February 2014 - March 2015)
Jason Sun Education
- Columbia University
Master's degree (Wealth Management)
2023-2025 - University of California, Riverside
Bachelor's degree (Economics/Global Studies)
2018-2021 - Columbia University
Master of Science (Wealth Management)
Jason Sun Summary
- Jason Sun, based in San Diego, CA, US, is currently a VP, Estate Planning Consultant at Howden Private Wealth. Jason Sun brings experience from previous roles at LourdMurray, LPL Financial, Citi and Fidelity Investments. Jason Sun holds a 2023 - 2025 Master's degree in Wealth Management @ Columbia University. Jason Sun has 1 emails on RocketReach.
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