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Jeff Y Ho

Generation Wealth Management

Great Neck, NY

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Current Employers
Generation Wealth Management

31 Cary Rd, Great Neck, NY 11021 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-11-16
NJ RA APPROVED 2020-02-05
  • NY RA
    APPROVED
    Since 2021-11-16
  • NJ RA
    APPROVED
    Since 2020-02-05

Branch Locations

31 Cary Rd, Great Neck, NY 11021 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Generation Wealth Management, Llc New York NY 12/2016 Present
Generation Wealth Management, Llc New York NY 08/2016 Present
Nyc Department Of Finance New York NY 06/2010 Present
Sole Proprietor New York NY 03/2017 Present
  • 12/2016 → Present
    Generation Wealth Management, Llc
    New York, NY
  • 08/2016 → Present
    Generation Wealth Management, Llc
    New York, NY
  • 06/2010 → Present
    Nyc Department Of Finance
    New York, NY
  • 03/2017 → Present
    Sole Proprietor
    New York, NY
Previous Registrations
Other Businesses

SOLE PROPRIETOR, JEFF HO; NEW YORK, NY; INSURANCE SERVICES AND PRODUCTS; INSURANCE AGENT; 03/2017; 10 HOURS/MONTH

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-08-23
  • S65 Uniform Investment Adviser Law Examination
    2016-08-23

View on SEC IAPD

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