Mr. Tan has professionally managed wealth for over 15 years, working with high net worth families and businesses. He started his career in finance with Merrill Lynch in 1999. Most recently he served as Vice President – Financial Consultant for Charles Schwab’s Austin branch. During his tenure at Schwab, Mr. Tan personally managed over $400 million in client assets, as well as contributed to training and development within Schwab’s Texas region.
James is a current or former holder of FINRA Series 7, 63, 65, 66. He has a B.A. degree from the University of Texas at Austin (1999).