Jerry Chan Yoon
Investment adviser representative at Wedbush Securities Inc.
10 yearsExperience
1 stateRegistered in
$6.7BFirm assets
56 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Wedbush Securities Inc.May 2023 to now
- UnemployedNov 2022 to Apr 2023
- Bnp ParibasDec 2021 to Oct 2022
- Deutsche BankMay 2019 to Dec 2021
- UnemployedDec 2018 to Apr 2019
- CitigroupApr 2017 to Nov 2018
- UnemployedMay 2016 to Mar 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law1998
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (WA).
Wedbush Securities Inc.
$6.7BAssets managed
10,833Clients
218Advisers
56 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
- 3067247
- Firm CRD
- 877