Tan Vi Ho

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

• 11/2020 → 05/2021
  Ameriprise Financial Services, Llc
  Richardson, TX
• 03/2022 → Present
  J.P. Morgan Securities Llc
  Houston, TX
• 03/2022 → Present
  Jpmorgan Chase Bank, N.A.
  Houston, TX
• 05/2021 → 03/2022
  Doyle & Associates
  Richardson, TX
• 11/2018 → 02/2019
  Ross Stores, Inc.
  Honolulu, HI
• 10/2015 → 11/2020
  Morgan Stanley
  Honolulu, HI

Previous Registrations

• 2020-11-20 → 2022-03-30
  Ameriprise Financial Services, Llc
  Richardson, TX
  Vancouver, WA
• 2015-11-20 → 2020-11-19
  Morgan Stanley
  Honolulu, HI
• 2015-09-11 → 2015-11-04
  Lpl Financial Llc
  Honolulu, HI
  Honolulu, HI

Exams

• S66 Uniform Combined State Law Examination
  2015-09-10

Other Names

• Tan Ho
• Tan V Ho
• Tan Vi Ho