Jae YooCRD Number: 6155051
Current Firm: Suntrust Investment Services, Inc.
Jae Yoo (CRD# 6155051) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Atlanta, GA and has over 4 years of experience in the finance industry.
Terra Firma Financial LLC
Independent Financial Partners
Pragmatic Financial Strategies, Inc.
|Suntrust Investment Services, Inc.||Atlanta, GA||Sep 2013 - Current||4|
|Suntrust Investment Services, Inc.||Atlanta, GA||May 2013 - Sep 2013||< 1|
|Suntrust Investment Services, Inc.||Atlanta, GA||Jan 2013 - May 2013||< 1|
|Suntrust Bank||Lagrange, GA||Jan 2011 - Dec 2012||1|
|Private Tutoring||Lagrange, GA||Aug 2011 - Aug 2012||1|
|Sewon America, Inc.||Lagrange, GA||Jan 2010 - Dec 2010||< 1|
|Private Tutoring||Suwanee, GA||Jun 2009 - Dec 2009||< 1|
|Best Buy, Inc.||Duluth, GA||Mar 2009 - Dec 2009||< 1|
|White Windmill Bakery Shop||Duluth, GA||Feb 2009 - Mar 2009||< 1|
|Opus Trading Fund||Atlanta, GA||Aug 2008 - Jan 2009||< 1|
|Starbucks Coffee Company, Inc.||Atlanta, GA||Aug 2008 - Sep 2008||< 1|
|Kanpi Of Tokyo||Chattanooga, TN||Jun 2008 - Jul 2008||< 1|
|Global Yoomyung Construction||Seoul,||Nov 2007 - Apr 2008||< 1|
|Unemployed||Chattanooga, TN||Jun 2007 - Oct 2007||< 1|
|Electric Power Board Of Chattanooga||Chattanooga, TN||Jan 2006 - May 2007||1|
|University Of Tennessee At Chattanooga||Chattanooga, TN||Aug 2002 - May 2007||4|
|Chattanooga Airport Authority||Chattanooga, TN||Jan 2007 - Apr 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2013|
Total Assets Under Management10,443MILLIONS
Total Number of Accounts26,841ACCOUNTS
Average Account Value$389,077
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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