Jonathan Tang (CRD# 5376723) is an Investment Advisor Representative working at Green Trails Wealth LLC in Wayne, PA and has over 15 years of experience in the finance industry.
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5343110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Green Trails Wealth LLC | Wayne, PA | Jan 2024 - Current | < 1 |
| Jp Morgan Chase | Columbus, OH | Jul 2023 - Jan 2024 | < 1 |
| First Republic Bank | San Francisco, CA | Jun 2019 - Jun 2023 | 4 |
| Goldman Sachs & Company LLC | New York, NY | Jul 2008 - Jun 2019 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2008 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- PA
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
PA
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