Jason Yoo
Professional summary
Jason Yoo, who also goes by Jaehn Hn Yoo, Jason Hn Yoo, Jason J Yoo, Jason Jae Yoo, Jason Yoo, was a registered financial advisor .
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jason had worked at 10 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 3 and Series 7 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 15, 2026 - Present
Office #1: 200 Vesey St. 24th Floor, New York, NY 10281
March 9, 2026 - August 21, 2026
PALISADE CAPITAL MANAGEMENT, LP
January 17, 2018 - April 1, 2019
CETERA INVESTMENT ADVISERS LLC
January 2, 2018 - April 1, 2019
CETERA INVESTMENT SERVICES LLC
December 2, 2015 - January 25, 2018
CITIGROUP GLOBAL MARKETS INC.
December 2, 2015 - January 25, 2018
CITIGROUP GLOBAL MARKETS INC.
July 8, 2013 - December 8, 2015
J.P. MORGAN SECURITIES LLC
July 6, 2013 - December 8, 2015
J.P. MORGAN SECURITIES LLC
March 11, 2011 - December 12, 2011
MORGAN STANLEY
February 11, 2011 - December 12, 2011
MORGAN STANLEY
April 25, 2007 - September 13, 2007
NATIONAL SECURITIES CORPORATION
February 20, 2007 - March 27, 2007
OPPENHEIMER & CO. INC.
November 14, 2006 - January 3, 2007
OPPENHEIMER & CO. INC.
August 8, 2006 - October 10, 2006
MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/15/2026)
Exams
What does exam status mean?
Current firm
No current employment
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.
