JT
JT

Jaymie Trisha Ledesma Tan

7 Years of Experience
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
25 advisors
Number of Clients
1,330,770 clients
Average Client Portfolio
$624K average
Assets Under Management
$829.7B

Fee Structure

Minimum Investment:$1K
Financial Planning:Investment management only
Loading...

Location

101 Hudson Street, Jersey City, NJ, 07302

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Managed Account Advisors LLC
February 2025 - Present · 1 yr
Previous Registrations
Managed Account Advisors LLC
March 2016 - April 2023 · 7 yrs 1 mo
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.