Juyoung Oh, financial advisor Dallas TX

Juyoung Oh

CRD Number: 7048314
Current Firm: Alliancebernstein LP

Juyoung Oh (CRD# 7048314) is an Investment Advisor Representative working at Alliancebernstein LP in Dallas, TX and has over 5 years of experience in the finance industry. Juyoung Oh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Sanford C. Bernstein & Company, LLC Dallas, TX Jan 2022 - Current 2
Goldman Sachs & Company LLC New York, NY Jan 2021 - Jan 2022 1
The Ayco Company, L.p./mercer Allied Dallas, TX Jul 2019 - Jan 2021 1
U.s. Army Reserve Irvine, CA Apr 2019 - Oct 2019 < 1
Nylife Securities LLC Irvine, CA Feb 2019 - Jul 2019 < 1
New York Life Insurance Co Irvine, CA Nov 2018 - Jul 2019 < 1
Unemployed Cypress, CA Oct 2018 - Nov 2018 < 1
The Us Army Vilseck, CA Mar 2013 - Oct 2018 5
Liberty University Lynchburg, VA Jul 2017 - Jul 2018 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2019
S65 NASAA Investment Advisors Law Examination Sep 2019
Contact Info for Juyoung Oh
Phone Number: 615-622-0000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    651,482
    MILLIONS
  • Total Number of Accounts
    62,140
    ACCOUNTS
  • Average Account Value
    $10,484,100
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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