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Seong Jae Yoon

STRIKEOUT CAPITAL LLC
Albany, NY 12207
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CRD#: 7129088
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Professional summary


Seong Jae Yoon, who also goes by Jake Yoon, Seongjae Yoon, is a registered financial advisor currently at STRIKEOUT CAPITAL LLC located in Albany, New York.

Seong Jae is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Seong Jae has worked at 2 firms and has passed the Series 65, Series 63, Series 79TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Jake Yoon | Seongjae Yoon

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 Seong Jae Yoon'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

May 22, 2024 - Present

STRIKEOUT CAPITAL LLC

Office #1: 418 Broadway #6326, Albany, NY 12207
RIA
CRD#: 331703
Albany, NY
Past

August 10, 2020 - September 28, 2022

GUGGENHEIM SECURITIES, LLC

BD
CRD#: 40638
NEW YORK, NY

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
(7/9/2024)
IAR
New York
(5/22/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 2/2/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 8/10/2020
Investment Banking Registered Representative Examination
General Industry/Product Exam

Current Firm


SC
STRIKEOUT CAPITAL LLC
STRIKEOUT CAPITAL LLC

CRD#: 331703 / SEC#:

California
Registered Investment Advisory firm - (7/9/2024 Approved)
New York
Registered Investment Advisory firm - (5/22/2024 Approved)
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Contact information


Main Address
418 Broadway #6326, Albany, NY 12207
Mailing Address
Phone number
(714) 323-9892
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts9
AUM (Assets Under Management)$ 850,000

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


STRIKEOUT CAPITAL LLC

CRD#: 331703Albany, NY 12207

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