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Trang Vo

J.p. Morgan Securities LLC

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About Trang Vo

Trang Vo is an investment advisor representative, registered with J.P. Morgan Securities LLC. Trang has been in the industry since March 2021. Trang has passed the Series 7TO, Series 66, and SIE exams. Trang is currently registered in 53 states, including California and Texas. Trang is a registered representative with J.P. Morgan Securities LLC. Trang is a broker-dealer and investment advisor representative. J.P. Morgan Securities LLC has more than 262,000 clients and more than $50 billion in assets under management. J.P. Morgan Securities LLC offers financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Trang Vo is currently registered with J.p. Morgan Securities LLC. J.p. Morgan Securities LLC is a Limited Liability Company formed in 1985. It is headquartered in NEW YORK, NY, United States. The firm has over 50 billion in assets under management and provides a variety of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
J.p. Morgan Securities LLC

383 MADISON AVE

NEW YORK, NY 10179

$249.73B

Assets Under Management

262,026

Total Clients

26,783

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee computed based on cents-per-share-deposited-into-the-account

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Trang Vo’s Registration & Firm History

CA

01/03/2023 - Present

J.p. Morgan Securities LLC (Santa Ana CA)

CA

03/12/2021 - 12/15/2022

LPL FINANCIAL LLC (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 09/21/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/11/2021

Series 7TO - General Securities Representative Examination

BC

Issued 06/22/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Trang Vo.
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