Jeff Ho
Jeff Ho is a registered investment advisor at Generation Wealth Management, based in New York City, NY, with 9 years of industry experience. Jeff operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 20 clients with $3.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Generation Wealth Management offers investment management services through a wrap fee program. The fees for this program are based on the amount of your portfolio, but the specific rates are found in a separate document (Form ADV Part 2A, Appendix 1).
Location
9 Mott Street, Ste 601, New York City, NY, 10013
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Jeff is a sole proprietor providing insurance services and products as an insurance agent since 2017. This activity requires a few hours per week.
Employment History
Current Registrations
Generation Wealth Management
Previous Registrations
Generation Wealth Management
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.