Unclaimed
John Yoonsung Cho is a registered investment advisor representative with State Farm Investment Management Corp. John Yoonsung Cho has been in the industry since November 1997. John Yoonsung Cho has offices in Oceanside, CA. John Yoonsung Cho also owns and operates John Cho's Insurance Agency, an insurance agency that provides insurance services through State Farm Mutual Automobile Insurance Company and its affiliates. John Yoonsung Cho is a Chartered Financial Consultant. John Yoonsung Cho's firm has approximately $10 billion in assets under management. The firm's primary client types include investment companies and individuals. The firm's main office is located in Bloomington, Illinois.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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CA
08/27/2024 - Present
State Farm Investment Management Corp. (Oceanside CA)
BC
Issued 11/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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