Jay Yoo (CRD# 7405196) is an Investment Advisor Representative working at Daedalus Capital Management in North Wales, PA and has over 2 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Daedalus Capital Management | Philadelphia, PA | Aug 2020 - Current | 3 |
| Primary And Secondary Education | Ambler, PA | Aug 2010 - Aug 2020 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2021 |
- PA
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts1ACCOUNTS
-
Average Account Value$950,000
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
PA
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