Tarif Homsi, financial advisor Washington DC

Tarif Homsi

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Tarif Homsi
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • DC
By the Numbers
  • Total Assets Under Management
    188,264
    MILLIONS
  • Total Number of Accounts
    729,091
    ACCOUNTS
  • Average Account Value
    $258,218
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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