Jonathan Chou

SHOREHAVEN WEALTH PARTNERS

RED BANK, NJ 07701

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CRD#: 6197281

Professional summary

Jonathan Chou, who also goes by Yung-sheng Chou, is a registered financial advisor currently at SHOREHAVEN WEALTH PARTNERS, LLC located in Red Bank, New Jersey.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Jonathan has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Yung-Sheng Chou

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 Jonathan Chou'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

August 14, 2026 - Present

SHOREHAVEN WEALTH PARTNERS, LLC

Office #1: 188 East Bergen Place Suite 202, Red Bank, NJ 07701

RIA

CRD#: 308026

RED BANK, NJ

Past

January 4, 2021 - April 4, 2023

GOLDMAN SACHS & CO. LLC

CRD#: 361

NEW YORK, NY

Past

September 23, 2020 - April 4, 2023

GOLDMAN SACHS WEALTH SERVICES, L.P.

RIA

CRD#: 106693

PARSIPPANY, NJ

Past

July 10, 2020 - January 4, 2021

MERCER ALLIED COMPANY, L.P.

CRD#: 37404

PARSIPPANY, NJ

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".

SHOREHAVEN WEALTH PARTNERS, LLC

POMONA ADVISORS, LLC | SHOREHAVEN WEALTH PARTNERS, LLC

CRD#: 308026 / SEC#: 801-119024

RIA

Registered Investment Advisory firm - (7/10/2020 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
(8/14/2026)

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 66

Date: 9/21/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/10/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 1/27/2020

Securities Industry Essentials Examination

Current Firm

SHOREHAVEN WEALTH PARTNERS, LLC

POMONA ADVISORS, LLC | SHOREHAVEN WEALTH PARTNERS, LLC

CRD#: 308026 / SEC#: 801-119024

RIA

Registered Investment Advisory firm - (7/10/2020 Approved)

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Contact information

Main Address

188 East Bergen Place Suite 202, Red Bank, NJ 07701

Mailing Address

Phone number

(732) 447-9301

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BROCHURE FOR SHOREHAVEN WEALTH PARTNERS, LLC (9/12/2025)

Regulatory assets under management

Total Number of Accounts	1,262
AUM (Assets Under Management)	$ 445,317,918

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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Jonathan Chou

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Chou's CRS (Customer Relationship Summary).

Certified licenses

Experience

SHOREHAVEN WEALTH PARTNERS, LLC

GOLDMAN SACHS & CO. LLC

GOLDMAN SACHS WEALTH SERVICES, L.P.

MERCER ALLIED COMPANY, L.P.

Primary Firm SEC Registration

SHOREHAVEN WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/21/2020

Series 7TO

Date: 7/10/2020

SIE

Date: 1/27/2020

Current Firm

SHOREHAVEN WEALTH PARTNERS, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SHOREHAVEN WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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