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Jonathan T
ChFC®, Series 63, Series 65
Wayne, PA
Green Trails Wealth LLC
Jonathan Tang is a financial advisor at Green Trails Wealth LLC with 12 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at Goldman Sachs & Co. LLC, First Republic Bank, and JP Morgan Chase. Green Trails Wealth LLC is an independent, fee-only advisory firm serving a small number of clients, including high-net-worth individuals, charitable organizations, and businesses. The firm provides comprehensive financial planning without discretionary portfolio management, using a mix of passive and active fund analysis based on Modern Portfolio Theory, and also offers educational seminars and speaking engagements on personal finance.
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