Jae Yoo, financial advisor Atlanta GA
89 score

Jae Yoo

CRD 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 3 years of experience in the finance industry.

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Company Name Location Dates Years
Suntrust Investment Services, Inc. Atlanta, GA Sep 2013 - Current 3
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
Contact Info for Jae S. Yoo
Phone Number: 404-813-8981
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    10,443
    MILLIONS
  • Total Number of Accounts
    26,841
    ACCOUNTS
  • Average Account Value
    $389,077
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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