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Edward Yoon

Investment adviser representative at Mq Private Wealth
10 yearsExperience
2 statesRegistered in
$86.9MFirm assets
Under 1 yearFirm 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 assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. Mq Private WealthMay 2026 to now
  2. Macro Quant Private Wealth LLCMay 2026 to now
  3. J.P. Morgan Securities LLCAug 2016 to May 2026
  4. JPMorgan Chase Bank, N.A.Aug 2016 to May 2026

Exams passed

  • Series 63 · Uniform Securities Agent State Law2013
  • Series 66 · Uniform Combined State Law2016

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

Mq Private Wealth

Legal name: Macro Quant Private Wealth, LLC

$86.9MAssets managed
58Clients
1Advisers
Under 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
6158445
Firm CRD
341042
Advisor's SEC record (opens in a new tab)
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