JK
JK

Jaemo Koo

5 Years of Experience
Valencia, CA

Jaemo Koo is a registered investment advisor at Mont Blanc Asset, INC., based in Valencia, CA, with 5 years of industry experience. Jaemo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives.

Compensation
Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)
Hourly Rate:$250 - $600/hr
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Location

Valencia, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jaemo is involved in a real estate and hospitality consulting firm called JKOO Hospitality Advisory, Inc. He performs administrative functions within the company, dedicating minimal time.

Employment History
Current Registrations
Mont Blanc Asset, INC.
October 2023 - Present · 2 yrs 6 mos
Previous Registrations
Jacumen Asset Management CORP.
January 2021 - September 2021 · 8 mos
Mont Blanc Asset
August 2018 - September 2020 · 2 yrs 1 mo
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jaemo Koo - Financial Advisor | TrueAdvisor