JY
Jay Yoo
DAEDALUS CAPITAL MANAGEMENT
North Wales, PA 19454
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CRD#: 7405196
JY
Professional summary
Jay Yoo is a registered financial advisor currently at DAEDALUS CAPITAL MANAGEMENT located in North Wales, Pennsylvania.
Jay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jay has worked at 1 firm 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.
Chung Dam Spa & Fitness. It is not investment related. 43 Cheltenham Ave, Cheltenham Pennsylvania. Gym/Spa. Manager. Start 2022. 30 hours per month. Manager of business operations.
CRS (Client Relationship Summary) - RIA
Click below to view Jay Yoo'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®
NoneExperience
Current
January 14, 2022 - Present
DAEDALUS CAPITAL MANAGEMENT
Office #1: 1429 North Wales Road, North Wales, PA 19454RIA
CRD#: 315617
North Wales, PA
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
Pennsylvania(1/14/2022)
Current Firm
DC
DAEDALUS CAPITAL MANAGEMENT
DAEDALUS CAPITAL MANAGEMENT | DAEDALUS CAPITAL MANAGEMENT LLC
CRD#: 315617 / SEC#:
Pennsylvania
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Contact information
Main Address
1429 North Wales Road, North Wales, PA 19454
Mailing Address
Phone number
(484) 538-0479
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 950,000 |
Red Flags
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