Tarif HomsiCRD Number: 6356029
Current Firm: J.p. Morgan Securities LLC
Tarif Homsi (CRD# 6356029) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Washington, DC and has over 4 years of experience in the finance industry.
David Wealth Management, LLC
Capital One Investing, Inc.
Equitable Advisors, LLC
|Jpmorgan Chase Bank Na||Washington, DC||Jan 2021 - Current||1|
|Jpmorgan Securities LLC||Washington, DC||Jan 2021 - Current||1|
|Ubs Financial Services||Mclean, VA||Apr 2019 - Jan 2021||1|
|Unemployed||Washington, DC||Jan 2019 - Apr 2019||< 1|
|Spire Investments Partners (mink Wealth Management)||Mclean, VA||Oct 2016 - Jan 2019||2|
|Ubs Financial Services||Mclean, VA||Aug 2015 - Oct 2016||1|
|Unemployed||Rochester, NY||May 2015 - Aug 2015||< 1|
|University Of Rochester||Rochester, NY||Feb 2014 - May 2015||1|
|University Of Rochester||Rochester, NY||Sep 2013 - May 2015||1|
|Ubs Financial Services||Mclean, VA||Jun 2014 - Aug 2014||< 1|
|Unemployed||Charleston, WV||Feb 2013 - Aug 2013||< 1|
|Unemployed||Damascus,||Sep 2006 - Feb 2013||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2017|
Total Assets Under Management188,264MILLIONS
Total Number of Accounts729,091ACCOUNTS
Average Account Value$258,218
- A percentage of assets under your management
- 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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