linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Ye Tao

J.p. Morgan Securities LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Ye? Claim Your Profile

About Ye Tao

Ye Tao is a financial advisor with J.p. Morgan Securities LLC. Ye Tao has been in the financial services industry for over 5 years. Ye Tao is registered to provide investment advice in 53 states. Ye Tao's expertise includes financial planning, portfolio management for individuals and businesses, and pension consulting. Ye Tao is a registered representative of J.p. Morgan Securities LLC, which is a member of FINRA and SIPC.

Firm Information

Ye Tao 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

percentage of assets

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

check

other

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Ye Tao’s Registration & Firm History

VA

05/24/2021 - Present

J.p. Morgan Securities LLC (McLean VA)

IL

09/30/2020 - 04/16/2021

DUFF & PHELPS SECURITIES LLC (CHICAGO IL)

Not sure if Ye Tao is right for you?

Licenses & Designations

BC

Issued 10/29/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/30/2020

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 07/29/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ye Tao.
Not sure if Ye Tao is right for you?