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Jun Stephen Chea

RAINIER FAMILY WEALTH, INC.·TACOMA, Washington
Series 7, Series 31, Series 66Clean record4 years registeredRAINIER FAMILY WEALTH, INC.
1102 BROADWAY SUITE 312, TACOMA, WA 98402CRD# 4451715Firm CRD# 332062

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jun Stephen Chea · TACOMA, WA
Registration
CRD #4451715 · RAINIER FAMILY WEALTH, INC. · 4 years registered
Brand Profile
Not yet started
01

Career History

RAINIER FAMILY WEALTH, INC.
Sep 2024 – present
FINANCIAL INSIGHTS
May 2022 – Sep 2024
TACOMA, WA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 31
Series 66
Registration record
First registered · May 24, 2022
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RAINIER FAMILY WEALTH, INC.
CRD 332062 · SEC 801-130876
AUM
$107M
Regulatory assets under management
Employees
3
152 client accounts
Services offered by RAINIER FAMILY WEALTH, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at RAINIER FAMILY WEALTH, INC. →
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05

Frequently Asked Questions

What services does Jun Stephen Chea offer?
Jun Stephen Chea specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in TACOMA, Washington for a consultation.
What are Jun Stephen Chea's credentials?
Jun Stephen Chea is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jun Stephen Chea located?
Jun Stephen Chea is based in TACOMA, Washington, working with RAINIER FAMILY WEALTH, INC.. Their office serves clients in the TACOMA metropolitan area and surrounding communities.
How does Jun Stephen Chea charge for services?
Jun Stephen Chea's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RAINIER FAMILY WEALTH, INC.?
RAINIER FAMILY WEALTH, INC. has approximately 3 employees and manages $107M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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