James Yoo (CRD# 4640401) is an Investment Advisor Representative working at Team Elevated Asset Management in Thousand Oaks, CA and has over 20 years of experience in the finance industry. James Yoo 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.
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 5656946
The Lynd Group Advisors, LLC
CRD# 6491551
Quantum Financial Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Emerson Equity LLC | San Mateo, CA | Nov 2023 - Current | < 1 |
| Team Elevated Asset Management, LLC | Henderson, NV | May 2022 - Current | 1 |
| Gnh Global Management, Inc. | Los Angeles, CA | Dec 2016 - Current | 7 |
| Ash Brokerage, LLC | Fort Wayne, IN | Jan 2016 - Current | 8 |
| Anthem Blue Cross | Orange, CA | May 2003 - Current | 20 |
| Colorado Financial Service Corporation | Los Angeles, CA | Aug 2016 - Nov 2023 | 7 |
| Gnh Asset Management, Inc. | Los Angeles, CA | Mar 2015 - Oct 2023 | 8 |
| Mutual Securities, Inc. | Camarillo, CA | Feb 2014 - Aug 2016 | 2 |
| M3 Asset Management, Inc. | Los Angeles, CA | Jan 2014 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2003 |
- CA
- NV
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, NV
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