Investment adviser representative · Managed Account Advisors LLC
Jaymie Trisha L. Tan
CRD 6348325 · Jersey City, NJ
At a glance
Jaymie Trisha L. Tan is an investment adviser representative with Managed Account Advisors LLC in Jersey City, NJ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jaymie Trisha’s SEC record dates to 2016, about 10 years ago.
Current advisory firm
- Managed Account Advisors LLCSince February 2025Jersey City, NJ · $995B in regulatory assets
SEC adviser record
- Registered since
- 2016 (10 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jaymie’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.