AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
JY

Jaekyoung Yoon

CRD# 2497009·Registered 1994 - 2025
Previously Registered: Being a previously registered professional could mean that Jaekyoung 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.

Professional Summary

Jaekyoung Yoon, who also goes by Jaekyoung Karr, Jaekyoung Yeh, was a registered financial advisor. Jaekyoung was a previously registered financial professional and started their career in finance 1994 - 2025. Jaekyoung had worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 9 and Series 10 exams.

At a Glance

—

Fiduciary Standard

—

Fee Structure

—

Account Minimum

—

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jaekyoung Karr, Jaekyoung Yeh

Blog Corner

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
View profile
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Contact Information

No current employment

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Years of Experience

32 years in the financial services industry

Current & Past Employments

BLACKGEM ADVISORS, LLC·CRD# 309683
RIA
Clayton, MO
August 19, 2020 - June 2, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Saint Louis, MO
March 27, 2014 - June 5, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Saint Louis, MO
March 27, 2014 - June 5, 2017
J.P. MORGAN SECURITIES LLC·CRD# 79
RIA
Clayton, MO
August 11, 2010 - May 15, 2012
J.P. MORGAN SECURITIES LLC·CRD# 79
BD
Clayton, MO
August 10, 2010 - February 14, 2014
CHASE INVESTMENT SERVICES CORP.·CRD# 25574
RIA
Chicago, IL
July 20, 2009 - August 2, 2010
CHASE INVESTMENT SERVICES CORP.·CRD# 25574
BD
Chicago, IL
July 20, 2009 - August 2, 2010
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
BD
Clayton, MO
January 1, 2008 - July 2, 2009
A. G. EDWARDS & SONS, INC.·CRD# 4
BD
St. Louis, MO
November 15, 2006 - January 3, 2008
A. G. EDWARDS & SONS, INC.·CRD# 4
BD
St. Louis, MO
August 1, 1994 - November 20, 1998

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Current Firm

BA
BLACKGEM ADVISORS, LLC

BLACKGEM ADVISORS, LLC

CRD#: 309683

Contact Information

Main Address

7733 Forsyth Blvd. Suite 1100, Clayton, MO 63105

Phone Number

(314) 463-0200

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

44

AUM (Assets Under Management)

$40,007,946

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

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.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jan 2007About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 1994About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Jun 2017About the SIE exam

Series 7 — General Securities Representative Examination

Passed Nov 2006About the Series 7 exam

Series 9 — General Securities Sales Supervisor - Options Module Examination

Passed Mar 2016About the Series 9 exam

Series 10 — General Securities Sales Supervisor - General Module Examination

Passed Dec 2015About the Series 10 exam

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

CRS (Client Relationship Summary)

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

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#
JY
Follow Jaekyoung
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required