Jason Yoo

PALISADE CAPITAL MANAGEMENT, LP

Fort Lee, NJ 07024-7102

CRD#: 5175313

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Professional summary

Jason Yoo, who also goes by Jaehn Hn Yoo, Jason Hn Yoo, Jason J Yoo, Jason Jae Yoo, Jason Yoo, is a registered financial advisor currently at PALISADE CAPITAL MANAGEMENT, LP located in Fort Lee, New Jersey.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jason has worked at 9 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jaehn Hn Yoo | Jason Hn Yoo | Jason J Yoo | Jason Jae Yoo | Jason Yoo

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Yoo's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

March 9, 2026 - Present

PALISADE CAPITAL MANAGEMENT, LP

Office #1: 1 Bridge Plaza North Suite 1095, Fort Lee, NJ 07024-7102

RIA

CRD#: 104581

Fort Lee, NJ

Past

January 17, 2018 - April 1, 2019

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

FORT LEE, NJ

Past

January 2, 2018 - April 1, 2019

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

FORT LEE, NJ

Past

December 2, 2015 - January 25, 2018

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

NEW YORK, NY

Past

December 2, 2015 - January 25, 2018

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

July 8, 2013 - December 8, 2015

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

EDGEWATER, NJ

Past

July 6, 2013 - December 8, 2015

J.P. MORGAN SECURITIES LLC

CRD#: 79

EDGEWATER, NJ

Past

March 11, 2011 - December 12, 2011

MORGAN STANLEY

RIA

CRD#: 149777

PARAMUS, NJ

Past

February 11, 2011 - December 12, 2011

MORGAN STANLEY

CRD#: 149777

PARAMUS, NJ

Past

April 25, 2007 - September 13, 2007

NATIONAL SECURITIES CORPORATION

CRD#: 7569

NEW YORK, NY

Past

February 20, 2007 - March 27, 2007

OPPENHEIMER & CO. INC.

CRD#: 249

NEW YORK, NY

Past

November 14, 2006 - January 3, 2007

OPPENHEIMER & CO. INC.

CRD#: 249

NEW YORK, NY

Past

August 8, 2006 - October 10, 2006

MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC.

CRD#: 7404

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PALISADE CAPITAL MANAGEMENT, LP

PALISADE CAPITAL MANAGEMENT LLC | PALISADE CAPITAL MANAGEMENT, LP

CRD#: 104581 / SEC#: 801-48401

RIA

Registered Investment Advisory firm - (2/7/1995 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(3/9/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/20/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 3/10/2011

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/16/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 11/29/2025

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 7/8/2011

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 2/10/2011

General Securities Representative Examination

Current Firm

PALISADE CAPITAL MANAGEMENT, LP

PALISADE CAPITAL MANAGEMENT LLC | PALISADE CAPITAL MANAGEMENT, LP

CRD#: 104581 / SEC#: 801-48401

RIA

Registered Investment Advisory firm - (2/7/1995 Approved)

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Contact information

Main Address

1 Bridge Plaza North Suite 1095, Fort Lee, NJ 07024-7102

Mailing Address

Phone number

(201) 585-7733

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PALISADE CAPITAL MANAGEMENT FORM ADV PART 2A (3/19/2025)

Regulatory assets under management

Total Number of Accounts	2,412
AUM (Assets Under Management)	$ 4,225,941,279

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.

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Advisor Monitoring

Firm Stability Insights

Jason Yoo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Yoo's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA INVESTMENT ADVISERS LLC

CETERA INVESTMENT SERVICES LLC

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

MORGAN STANLEY

MORGAN STANLEY

NATIONAL SECURITIES CORPORATION

OPPENHEIMER & CO. INC.

OPPENHEIMER & CO. INC.

MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC.

Primary Firm SEC Registration

PALISADE CAPITAL MANAGEMENT, LP

State Registrations and Notice Filings

Exams

Series 65

Date: 11/20/2025

Series 66

Date: 3/10/2011

Series 63

Date: 8/16/2006

SIE

Date: 11/29/2025

Series 3

Date: 7/8/2011

Series 7

Date: 2/10/2011

Current Firm

PALISADE CAPITAL MANAGEMENT, LP

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PALISADE CAPITAL MANAGEMENT, LP

TRUST BUT VERIFY

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