# Jun Zhu

> Jun Zhu is a fee-only financial advisor at Crystal Investment Management in Mopraga, California, who holds the CFA credential. Crystal Investment Management reports charging a percentage of assets and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jun-zhu/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Crystal Investment Management
- **Based in:** Mopraga, California
- **Fee model (firm's Form ADV):** Percentage of assets; Performance-based fees
- **Assets under management (firm):** $5.5M across 32 accounts
- **Credentials:** CFA
- **CRD:** 2856276 (https://adviserinfo.sec.gov/individual/summary/2856276)
- **SEC registration:** Investment adviser representative in CA
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Jun Zhu a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jun holds no broker registration, and Crystal Investment Management 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, Crystal Investment Management, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.

### Where is Jun Zhu based?

Jun Zhu is based in Mopraga, California.

### What credentials does Jun Zhu hold?

Jun Zhu holds the CFA credential.

### Is Jun Zhu registered with the SEC?

Yes. Jun Zhu is registered as an investment adviser representative in CA (CRD 2856276), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Crystal Investment Management manage?

Crystal Investment Management reports $5.5M across 32 accounts in assets under management.

### How do I contact Jun Zhu?

Contact details aren't on file yet. Search for Crystal Investment Management.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2856276): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.