Julie Ann Yoon
Investment adviser representative at Westmount Partners, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.9BFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Westmount Partners, LLCAug 2023 to now
- Westmount Asset ManagementAug 2022 to now
- Westmount Asset ManagementMar 2020 to Jul 2022
- Carnegie Investment CounselFeb 2019 to Mar 2020
- Laurel Grove CapitalJan 2012 to Jan 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Westmount Partners, LLC
$5.9BAssets managed
1,463Clients
26Advisers
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
- 7789161
- Firm CRD
- 158857