Best Investors Account Sign in
Inactive

Jonathan Leo Tang

Green Trails Wealth LLC

Wayne, PA

Claim This Profile
Current Employers
Green Trails Wealth Llc

Wayne, PA • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-03-05
  • PA RA
    APPROVED
    Since 2024-03-05

Branch Locations

Wayne, PA • 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
Goldman Sachs & Co. Llc New York NY 07/2008 06/2019
Green Trails Wealth Llc Wayne PA 01/2024 Present
Jp Morgan Chase Columbus OH 07/2023 01/2024
First Republic Bank San Francisco CA 06/2019 06/2023
  • 07/2008 → 06/2019
    Goldman Sachs & Co. Llc
    New York, NY
  • 01/2024 → Present
    Green Trails Wealth Llc
    Wayne, PA
  • 07/2023 → 01/2024
    Jp Morgan Chase
    Columbus, OH
  • 06/2019 → 06/2023
    First Republic Bank
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-16
S63 Uniform Securities Agent State Law Examination 2008-09-06
  • S65 Uniform Investment Adviser Law Examination
    2023-06-16
  • S63 Uniform Securities Agent State Law Examination
    2008-09-06
Designations
Other Names
  • Jonathan L Tang
  • Jonathan Tang

View on SEC IAPD

More in Wayne, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor