Jaemo Koo

MONT BLANC ASSET

Valencia, CA

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CRD#: 6996159

Professional summary

Jaemo Koo is a registered financial advisor currently at MONT BLANC ASSET, INC. located in Valencia, California.

Jaemo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jaemo has worked at 2 firms and has passed the Series 65 exam.

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.

JaeMo Koo is currently engaged in the real estate, hospitality consulting firm called "JKOO Hospitality Advisory, Inc" located in Bakersfield California. His duty is an administrative function within the company, working 4 hours per month. The JKOO Hospitality Advisory, Inc is a non-investment related company and does not cause any conflict of interest with Mont Blanc Asset, Inc.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jaemo Koo's 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

October 5, 2023 - Present

MONT BLANC ASSET, INC.

RIA

CRD#: 154853

Valencia, CA

Past

January 8, 2021 - September 3, 2021

JACUMEN ASSET MANAGEMENT CORP.

RIA

CRD#: 307809

Irvine, CA

Past

August 6, 2018 - September 22, 2020

MONT BLANC ASSET, INC.

RIA

CRD#: 154853

VALENCIA, 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
(10/5/2023)

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: 8/6/2018

Uniform Investment Adviser Law Examination

Current Firm

MONT BLANC ASSET, INC.

MONT BLANC ASSET | MONT BLANC ASSET, LLC | MONT BLANC ASSET, INC.

CRD#: 154853 / SEC#:

California

Registered Investment Advisory firm - (11/17/2010 Approved)

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Contact information

Main Address

Valencia, CA

Mailing Address

Phone number

(925) 202-6000

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Jaemo Koo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jaemo Koo's CRS (Customer Relationship Summary).

Certified licenses

Experience

MONT BLANC ASSET, INC.

JACUMEN ASSET MANAGEMENT CORP.

MONT BLANC ASSET, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/6/2018

Current Firm

MONT BLANC ASSET, INC.

Contact information

Documents

Red Flags

Company Information

MONT BLANC ASSET, INC.

TRUST BUT VERIFY

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