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EY

Edward Yoon

TORRANCE, CA 90503
Some features on this profile are disabled
CRD#: 6158445
EY

Professional summary

Edward Yoon, CFP® was a registered financial advisor .

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Edward had worked at 2 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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)

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®
CFP®

Certified Financial Planner

Start date: 2021

Experience

Current

May 15, 2026 - Present

Office #1: 3838 W Carson St. Suite 370, Torrance, CA 90503
TORRANCE, CA
Past

July 25, 2016 - May 17, 2026

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
TORRANCE, CA
Past

March 25, 2013 - May 17, 2026

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
TORRANCE, CA

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
California
(5/18/2026)
IAR
Texas
(5/15/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/22/2016
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 4/1/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/29/2016
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 3/22/2013
Investment Company Products/Variable Contracts Representative Examination

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.

Company Information

No current employment

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