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Jonathan Y Yoo

Tempus Wealth Planning, LLC

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About Jonathan Y Yoo

Jonathan Yoo is an Investment Advisor Representative at Tempus Wealth Planning, LLC, based in Irvine, California. Jonathan is also a Certified Financial Planner and holds the Series 7, Series 63, Series 65, and SIE licenses. Jonathan specializes in providing financial planning and portfolio management services to individuals and businesses. His areas of expertise include financial planning, portfolio management, and retirement planning. He previously worked for TD Ameritrade, Inc. and has over 10 years of experience in the financial services industry. Jonathan's primary objective is to help clients achieve their financial goals through a personalized approach.

Firm Information

Jonathan Yoo is currently registered with Tempus Wealth Planning, LLC. Tempus Wealth Planning, LLC is an investment advisor based in Irvine, CA. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations. The firm has approximately $400.48 million in regulatory assets under management.
Tempus Wealth Planning, LLC

100 SPECTRUM CENTER DRIVE

IRVINE, CA 92618

$400.48M

Assets Under Management

4

Total Clients

10

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jonathan Yoo’s Registration & Firm History

CA

03/28/2017 - Present

Tempus Wealth Planning, LLC (IRVINE CA)

CA

05/26/2016 - 04/06/2017

TD AMERITRADE, INC. (SAN DIEGO CA)

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Licenses & Designations

IA

Issued 03/28/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/03/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/06/2017

SIE - Securities Industry Essentials Examination

BC

Issued 05/26/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Y Yoo.
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