Jun Chea
Rainier Family Wealth · Tacoma, Washington
Jun Chea is a fee-only financial advisor at Rainier Family Wealth in Tacoma, Washington, who holds the CFP credential. Jun focuses on estate & legacy planning and tax planning. Rainier Family Wealth reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Rainier Family Wealth |
|---|---|
| Based in | Tacoma, Washington |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $331.5M across 446 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, WA · CRD 4451715 |
| Exams passed | Series 66 (2002) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.rainierfamilywealth.com |
How Jun's firm compares
- Rainier Family Wealth's average account is about $743,000, from its Form ADV (assets managed divided by 446 accounts).
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Questions about Jun
Is Jun Chea a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jun holds no broker registration, and Rainier Family Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jun charge for financial advice?
Jun's firm, Rainier Family Wealth, reports charging a percentage of assets on its SEC Form ADV.
Where is Jun Chea based?
Jun Chea is based in Tacoma, Washington.
What does Jun specialize in?
Jun's specialties include estate & legacy planning and tax planning.
What credentials does Jun Chea hold?
Jun Chea holds the CFP credential.
Is Jun Chea registered with the SEC?
Yes. Jun Chea is registered as an investment adviser representative in TX and WA (CRD 4451715), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Rainier Family Wealth manage?
Rainier Family Wealth reports $331.5M across 446 accounts in assets under management.
How do I contact Jun Chea?
Through Jun's website, www.rainierfamilywealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Rainier Family Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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