Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yun? Claim Your ProfileYun Ho is a financial professional with experience in the securities industry. Yun has been registered with the Securities and Exchange Commission (SEC) since 2022 and holds the Series 66, Series 24, Series 7TO, and SIE licenses. Yun is currently employed by J.P. Morgan Securities LLC, a firm with a national scope. Previously, Yun was employed by M1 Finance LLC in Chicago, Illinois. Yun has experience working with individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans. Yun also provides financial planning, portfolio management, and selection of other advisors services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IL
06/25/2024 - Present
J.p. Morgan Securities LLC (WILMETTE IL)
IL
01/26/2022 - 05/13/2024
M1 FINANCE LLC (CHICAGO IL)
BOTH
Issued 05/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2022
Series 24 - General Securities Principal Examination
BC
Issued 01/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/07/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Yun Ho is the right advisor for you? Invested Better is here to help.
