Justin Junho Yoo
Investment adviser representative at Blue Zone Wealth Advisors, LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$770MFirm 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 assetsFixed 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
11 years in the industry.
- Blue Zone Wealth Advisors, LLCOct 2025 to now
- SabbaticalJul 2024 to Oct 2025
- Titan Global Capital ManagementMay 2021 to Jul 2024
- YipitdataJun 2018 to May 2021
- Kensho TechnologiesDec 2017 to Jun 2018
- SabbaticalApr 2017 to Dec 2017
- Roubini Global EconomicsOct 2015 to Apr 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Blue Zone Wealth Advisors, LLC
$770MAssets managed
181Clients
6Advisers
6 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
- 8177662
- Firm CRD
- 305943