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EY

Edward Yoon

MACRO QUANT PRIVATE WEALTH
TORRANCE, CA 90503
CRD#: 6158445
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EY
Edward YoonMACRO QUANT PRIVATE WEALTH

Professional summary

Edward Yoon, CFP® is a registered financial advisor currently at MACRO QUANT PRIVATE WEALTH, LLC located in Torrance, California.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Edward has 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) - RIA

Click below to view Edward Yoon'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®
CFP®

Certified Financial Planner

Start date: 2021

Experience

Current

May 15, 2026 - Present

MACRO QUANT PRIVATE WEALTH, LLC

Office #1: 3838 W Carson St. Suite 370, Torrance, CA 90503
RIA
CRD#: 341042
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

MQ
MACRO QUANT PRIVATE WEALTH, LLC
MACRO QUANT PRIVATE WEALTH, LLC

CRD#: 341042 / SEC#: 801-136278

RIA
Registered Investment Advisory firm - (5/15/2026 120-Day Approval)
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Contact information

Main Address
3838 W Carson St. Suite 370, Torrance, CA 90503
Mailing Address
Phone number
(310) 269-0869
Established
Firm type
Fiscal year end
# of Employees
1

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A - FIRM BROCHURE (5/15/2026)
0

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

MACRO QUANT PRIVATE WEALTH, LLC

CRD#: 341042Torrance, CA 90503

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