Advisor at J.P. Morgan Securities
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
J.P. Morgan Securities
Location
San Jose, CA 95121
Credentials
Series 63, Series 66
Industry experience
8 years
Tammy Tang is a financial advisor with J.P. Morgan Securities in San Jose, CA, holding Series 63 and Series 66 licenses and eight years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017 and previously spent 12 years at Santa Clara County Federal Credit Union. Outside of her financial career, she has provided personal care assistance in an assisted living capacity. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, providing asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver comprehensive services.
Based on J.P. Morgan Securities
$25 million - $50 million: 0.30% annually $50 million - $100 million: 0.25% annually $100 million - $250 million: 0.20% annually $250 million+: Negotiable
Account minimum: $25 million
1705 E. Capitol Expy, Ste. 30
San Jose, CA 95121
California
JP Morgan Securities, LLC
2017 - Present (9 years)
JPMorgan Chase Bank
2017 - Present (9 years)
Liane Hair Salon
2017 - 2019 (2 years)
SANTA CLARA COUNTY FEDERAL CREDIT UNION
2005 - 2017 (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Series 65
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Investcraft Advisors LLC
Series 63, Series 66
San Jose, CA
Shalom Global Capital Group LLC
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