Joseph S Yoon
Investment adviser representative at Qm Advisors LLC
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$140.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Qm Advisors LLCMay 2024 to now
- Resources Investment Advisors, LLCJun 2022 to now
- Timescale Financial, Inc.Jan 2021 to now
- Castle Hill Consulting, LLCJul 2015 to now
- Aog Wealth ManagementMar 2019 to Dec 2020
- Kalos CapitalMar 2019 to Aug 2019
- Charles Schwab & Co., Inc.Apr 2016 to Jan 2019
- Charles Schwab BankApr 2016 to Jan 2019
- UberFeb 2016 to Dec 2016
- Inpower CoachingMay 2015 to Dec 2016
- Hwg Holdings LLC dba Trivia Kings EntertainmentMay 2010 to Jan 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Qm Advisors LLC
$140.1MAssets managed
161Clients
10Advisers
1 yearIn 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
- 4259204
- Firm CRD
- 297438