James Yoo Email & Phone Number

Registered Representative @ Emerson Equity LLC, Member FINRA/SIPC

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James Yoo Location

United States

James Yoo Work

2023 - now Registered Representative @ Emerson Equity LLC, Member FINRA/SIPC
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2023 - now Managing Director and Head of Wealth Management @ Team Elevated Asset Management, LLC
2016 - 2023 Registered Representative @ Colorado Financial Service Corporation

2015 - 2023 Managing Director and Head of Wealth Management @ GNH Asset Management
2014 - 2015 Managing Director and Head of Wealth Management @ M3 Asset Management, Inc.
2011 - 2014 Financial Advisor and Portfolio Manager @ Morgan Stanley
2009 - 2011 SVP and Program Manager @ Wilshire Bank
2008 - 2011 SVP and Program Manager @ Primevest Financial Services

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James Yoo Education

University of California at Los Angeles (Extension)
Certificate in Personal Financial Planning
2012 - 2013
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.) (BA)
1994 - 1998

James Yoo Summary

James Yoo, based in United States, is currently a Registered Representative at Emerson Equity LLC, Member FINRA/SIPC. James Yoo brings experience from previous roles at Team Elevated Asset Management, LLC, Colorado Financial Service Corporation, GNH Asset Management and M3 Asset Management, Inc.. James Yoo holds a 2012 - 2013 Certificate in Personal Financial Planning @ University of California at Los Angeles (Extension). James Yoo has 2 emails and 1 mobile phone numbers on RocketReach.

James Yoo Emails

Found 2 emails

James Yoo Phone Numbers

Found 1 phone numbers

+1 310-720-XXXX

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