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Samantha Jo Yon

Kooman & Associates

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About Samantha Jo Yon

Samantha Yon is a registered Investment Advisor Representative with Kooman & Associates, LLC. Samantha has been in the financial services industry for over 6 years and has held licenses in both Pennsylvania and Texas. Samantha's primary focus is on providing financial planning, portfolio management, and pension consulting services to individuals, high net worth individuals, corporations and charitable organizations. Samantha is dedicated to helping her clients achieve their financial goals. Samantha holds the Series 66, Series 7, and SIE licenses. Samantha also volunteers for Cast out Cancer in Altoona, Pennsylvania.

Firm Information

Samantha Yon is currently registered with Kooman & Associates. Kooman & Associates is an independent financial planning firm based in Altoona, Pennsylvania. They provide comprehensive financial planning, portfolio management, and pension consulting services to individuals, families, businesses, and charitable organizations. The firm manages over $411 million in assets for over 1,200 clients. They are registered with the SEC and have a team of experienced financial professionals dedicated to helping clients achieve their financial goals.
Kooman & Associates

517 S. LOGAN BLVD.

ALTOONA, PA 16602

$411.33M

Assets Under Management

Not reported

Total Clients

8

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Samantha Yon’s Registration & Firm History

PA

10/01/2022 - Present

Kooman & Associates (ALTOONA PA)

PA

07/30/2021 - 10/13/2022

RAYMOND JAMES FINANCIAL SERVICES, INC. (ALTOONA PA)

PA

01/21/2020 - 07/28/2021

STIFEL, NICOLAUS & COMPANY, INCORPORATED (Ebensburg PA)

PA

08/04/2017 - 01/24/2020

WELLS FARGO CLEARING SERVICES, LLC (INDIANA PA)

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Licenses & Designations

BOTH

Issued 09/05/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/04/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Samantha Jo Yon.
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