Joon ChoCRD Number: 5967200
Current Firm: J.p. Morgan Securities LLC
Joon Cho (CRD# 5967200) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Chicago, IL and has over 5 years of experience in the finance industry.
Waddell & Reed
Forum Financial Management, LP
|Jp Morgan Chase Bank Na||Chicago, IL||Feb 2016 - Current||< 1|
|Jp Morgan Securities LLC||Chicago, IL||Feb 2016 - Current||< 1|
|Morgan Stanley||Oak Brook, IL||May 2015 - Feb 2016||< 1|
|Wells Fargo Advisors||Lake Forest, IL||Dec 2012 - Apr 2015||2|
|Bank Of America, N.a.||Rockford, IL||Jul 2011 - Nov 2012||1|
|Merrill Lynch, Pierce, Fenner And Smith Incorporated||Rockford, IL||Jun 2011 - Nov 2012||1|
|Walgreens||Rockford, IL||Feb 2011 - Jun 2011||< 1|
|Walgreens||Glenview, IL||May 2009 - Feb 2011||1|
|Unemployed||Dekalb, IL||Jan 2009 - May 2009||< 1|
|Northern Illinois University||Dekalb, IL||Jan 2006 - Dec 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2011|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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