Jeffany Ping Tan is an investment adviser representative (IAR) with state registration records since 2004, appearing at 8 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2022-06-06 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2019-01-14 | 2021-10-31 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2016-12-20 | 2018-10-05 | — |
| EDWARD D. JONES & CO., L.P. | 2015-10-28 | 2016-12-13 | — |
| J.P. MORGAN SECURITIES LLC | 2013-03-07 | 2014-03-21 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2009-06-01 | 2013-04-02 | — |
| MORGAN STANLEY & CO. LLC | 2007-04-02 | 2009-06-01 | — |
| MORGAN STANLEY DW INC. | 2004-02-17 | 2007-04-02 | — |