Victor Goh (CRD# 5408496) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Staten Island, NY and has over 16 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jpmorgan Chase Bank, N.a. | Staten Island, NY | Jun 2021 - Current | 2 |
| J.p. Morgan Securities LLC | Staten Island, NY | Jun 2021 - Current | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Brooklyn, NY | Dec 2014 - May 2021 | 6 |
| Bank Of America Corp | Brooklyn, NY | Dec 2014 - May 2021 | 6 |
| J.p. Morgan Securities LLC | Brooklyn, NY | Oct 2012 - Nov 2014 | 2 |
| Jpmorgan Chase Bank, N.a. | Brooklyn, NY | Aug 2007 - Nov 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2007 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2011 |
- NY
- TX
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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