Adelle Tan is a CFP-designated registered investment advisor at J.P. Morgan Securities LLC, based in Boca Raton, FL, with 20 years of industry experience. Adelle is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 1,246,646 clients with $430B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.60% |
| $250K+ | 0.50% |
Clients with $1,000,000 or more as of May 31, 2024, continue to pay 0.40%.
Fee Estimator
Location
5100 Town Center Circle, Floor 06, Boca Raton, FL, 33486-1049
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Adelle is an employee/contractor at J & R Hospitality, LLC, a restaurant, where she sings once a week in the evening. This activity takes a few hours per week and is unrelated to her role at JPMorganChase.
Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Equity Services, INC.Broker
Esi Financial Advisors
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations30 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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