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JY

Jaekyoung Yoon

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CRD#: 2497009
JY

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jaekyoung Yoon, who also goes by Jaekyoung Karr, Jaekyoung Yeh, was a registered financial professional .

Jaekyoung is a previously registered financial professional and started their career in finance in 1994. Jaekyoung had worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 9 and Series 10 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jaekyoung Karr | Jaekyoung Yeh

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Youth In Need - Vice Chair. Not investment-related. Duties include overseeing governance of organization and liaise between executive board and broader board members to facilitate communication among members for effective governance. Attend a quarterly board meeting, not during business hours. Charitable organization. 2) Concordance Academy- Board Member. Not investment-related. Duties include overseeing general governance of organization. Attend a quarterly board meeting. Charitable organization driving awareness of recidivism and second chances for formerly incarcerated individuals who integrate back to civilian life. 3) Contemporary Art Museum - Treasurer. Not investment-related. Duties include overseeing Finance Committee activities including approvals to budget, forecasts, and changes to future forecasts. Attend a quarterly board meeting, not during business hours. Charitable organization. 4) Bethesda Health Group - Treasurer. Not investment-related. Duties include overseeing Finance Committee activities including approvals to budget, forecasts, and changes to future forecasts. Attend a quarterly board meeting, not during business hours. Charitable organization. 5) Chaminade College Preparatory School - Finance Committee. Not investment-related. Duties include overseeing finance committee activities including approvals of budget, forecasts and changes to future forecasts. Attend a quarterly finance committee meeting, before business hours. Charitable organization. 6) Yoon Business Consulting LLC - President. Not investment-related. Duties include providing strategic planning and marketing to businesses and non-profits. Spend less than 10% of market hours on this activity per month.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 19, 2020 - June 2, 2025

BLACKGEM ADVISORS, LLC

RIA
CRD#: 309683
CLAYTON, MO
Past

March 27, 2014 - June 5, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
SAINT LOUIS, MO
Past

March 27, 2014 - June 5, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
SAINT LOUIS, MO
Past

August 11, 2010 - May 15, 2012

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
CLAYTON, MO
Past

August 10, 2010 - February 14, 2014

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
CLAYTON, MO
Past

July 20, 2009 - August 2, 2010

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
CHICAGO, IL
Past

July 20, 2009 - August 2, 2010

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
CHICAGO, IL
Past

January 1, 2008 - July 2, 2009

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
CLAYTON, MO
Past

November 15, 2006 - January 3, 2008

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

August 1, 1994 - November 20, 1998

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 1/3/2007
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


BA
BLACKGEM ADVISORS, LLC
BLACKGEM ADVISORS, LLC

CRD#: 309683 / SEC#:

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Contact information


Main Address
7733 Forsyth Blvd. Suite 1100, Clayton, MO 63105
Mailing Address
Phone number
(314) 463-0200
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts44
AUM (Assets Under Management)$ 40,007,946

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BLACKGEM ADVISORS, LLC

CRD#: 309683

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