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Clarice Jing Ting Tan

J.P. Morgan Securities LLC

San Francisco, CA

CRD 8176450

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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:

Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-11
TX RA APPROVED 2025-11-11
  • CA RA
    APPROVED
    Since 2025-11-11
  • TX RA
    APPROVED
    Since 2025-11-11

Branch Locations

560 Mission St Floor 22, San Francisco, CA 94105 • 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
Jpmorgan Chase Bank, N.A. San Francisco CA 10/2025 Present
J.P. Morgan Securities Llc San Francisco CA 10/2025 Present
Jpmorgan Chase Bank, N.A. Singapore 07/2022 09/2025
National University Of Singapore Singapore 08/2018 06/2022
Unemployed Singapore 10/2015 07/2018
  • 10/2025 → Present
    Jpmorgan Chase Bank, N.A.
    San Francisco, CA
  • 10/2025 → Present
    San Francisco, CA
  • 07/2022 → 09/2025
    Jpmorgan Chase Bank, N.A.
    Singapore
  • 08/2018 → 06/2022
    National University Of Singapore
    Singapore
  • 10/2015 → 07/2018
    Unemployed
    Singapore
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-24
  • S66 Uniform Combined State Law Examination
    2025-10-24
Other Names
  • Clarice Jing Ting Tan

View on SEC IAPD

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