Joon Cho Location

Dallas, TX, US

Joon Cho Work

  • 2025 - now  Director @ M Financial Group
  • 2014 - 2025 Corporate Vice President @ The Nautilus Group
  • 2009 - 2014 Corporate Vice President @ New York Life
  • 2009 - 2013 Corporate Vice President | Case Coach @ New York Life
  • 2009 - 2011 Board Member @ Suffolk University Law School DC Alumni Chapter | Board of Directors
  • 2007 - 2009 Financial Planning Specialist | Wealth Management @ Morgan Stanley
  • 2009 - 2009 Educational Scholarship Committee @ USPAACC
  • 2005 - 2009 Commissioner @ Fairfax County Human Rights Commission
  • 2005 - 2007 Financial Consultant @ AXA Advisors, LLC
  • 2002 - 2006 Leadership Committee Member | Teacher @ Korean Central Presbyterian Church

Joon Cho Education

  • Smith Barney

    FPS (Financial Planning Specialist Designation)

    2007
  • Suffolk University Law School

    Juris Doctor (Law)

    1995 - 1999
  • Calvin University

    Bachelor of Arts (Sociology)

    1989 - 1992

Joon Cho Skills

  • Strategic Partnerships
  • Retirement Planning
  • Estate Planning
  • Wealth Management
  • Strategic Financial Planning
  • Investments
  • Retirement
  • Fixed Annuities
  • Series 7
  • Asset Management

Joon Cho Summary

Joon Cho, based in Dallas, TX, US, is currently a Director at M Financial Group. Joon Cho brings experience from previous roles at The Nautilus Group, New York Life | Advanced Planning Group and Suffolk University Law School DC Alumni Chapter | Board of Directors. Joon Cho holds a FPS in Financial Planning Specialist Designation @ Smith Barney. With a robust skill set that includes Strategic Partnerships, Retirement Planning, Estate Planning, Wealth Management, Strategic Financial Planning and more. Joon Cho has 3 emails and 1 mobile phone numbers on RocketReach.

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