Tammy Tanner

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2025 → Present
  J.P. Morgan Securities Llc
  Westerville, OH
• 12/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Westerville, OH
• 03/2022 → 11/2025
  Rivertree Wealth/Rtw Partners Llc
  Columbus, OH
• 03/2022 → 11/2025
  Shawn Phelps/Northwestern Mutual
  Columbus, OH
• 08/2017 → 03/2022
  Morgan Stanley
  Columbus, OH
• 08/2016 → 08/2017
  Tailored Management
  Columbus, OH
• 03/2016 → 08/2017
  First Merchant Financial
  London, OH

Previous Registrations

• 2023-04-14 → 2025-12-04
  Northwestern Mutual Investment Services, Llc
  Columbus, OH
• 2019-08-13 → 2022-04-06
  Morgan Stanley
  Columbus, OH
  Columbus, OH
  Dublin, OH

Exams

• S66 Uniform Combined State Law Examination
  2020-11-04
• S63 Uniform Securities Agent State Law Examination
  2018-05-01

Other Names

• Tammy Marie Long
• Tammy Marie Holtvoigt
• Tammy Marie Forson
• Tammy Marie Forson
• Tammy Marie Tanner
• Tammy M Forson
• Tammy M Holtvoigt
• Tammy M Long
• Tammy M Tanner
• Tammmy Marie Forson