Jae Yu
Investment adviser representative at Signature Investment Advisors, LLC
14 yearsExperience
1 stateRegistered in
$6.8BFirm assets
14 yearsFirm in business
Are you Jae Yu? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Ses Inc.Jan 2024 to now
- Signature Investment Advisors, LLCMay 2021 to now
- Seia LLCOct 2020 to now
- Sia LLCOct 2020 to now
- Royal Alliance Associates, Inc.Oct 2020 to Aug 2023
- Bancwest Investment Services, Inc.May 2019 to Oct 2020
- Bank of the WestMay 2019 to Oct 2020
- Lockwood Advisors, Inc.Aug 2012 to Mar 2019
- Pershing LLCAug 2012 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1999
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (CA).
Signature Investment Advisors, LLC
$6.8BAssets managed
7,530Clients
13Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2808305
- Firm CRD
- 160715