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Ju Hwan Oh

Unity Wealth Partners

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About Ju Hwan Oh

Ju Hwan Oh is an Investment Advisor Representative at Unity Wealth Partners. Ju Hwan Oh has been working in the financial services industry since 2013 and holds Series 63, 65, 22TO and SIE licenses. Ju Hwan Oh also holds a CPA license. Unity Wealth Partners is a registered investment adviser firm located in Orange, CA. The firm specializes in providing financial planning, portfolio management for individuals and investment companies, and selection of other advisers.

Firm Information

Ju Oh is currently registered with Unity Wealth Partners. Unity Wealth Partners is an investment advisor registered with the SEC. The firm, based in Orange, CA, manages approximately $7.8 million in assets for 27 clients, including high-net-worth individuals and individuals other than high-net-worth. Unity Wealth Partners offers financial planning, portfolio management for individuals, investment companies, and the selection of other advisors. They have a total of 3 investment adviser representatives.
Unity Wealth Partners

4050 W. METROPOLITAN DR.

ORANGE, CA 92868

$7.83M

Assets Under Management

2

Total Clients

3

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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Ju Oh’s Registration & Firm History

CA

11/01/2023 - Present

Unity Wealth Partners (ORANGE CA)

CA

12/11/2021 - 07/28/2022

AMERITAS INVESTMENT COMPANY, LLC (LOS ANGELES CA)

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Licenses & Designations

BC

Issued 01/05/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 01/22/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/10/2021

Series 22TO - Direct Participation Programs Representative Examination

BC

Issued 07/11/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ju Hwan Oh.
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