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®).
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| 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 |
- TX
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Total Assets Under Management651,482MILLIONS
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Total Number of Accounts62,140ACCOUNTS
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Average Account Value$10,484,100
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- 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
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