Joyce J Yoo

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → Present
  New York Life Insurance Company
  San Francisco, CA
• 01/2013 → Present
  Nylife Securities Llc
  San Francisco, CA
• 12/2019 → Present
  Wisely Financial Strategies & Insurance Solutions
  San Francisco, CA
• 01/2022 → Present
  Eagle Strategies Llc
  San Francisco, CA
• 08/2023 → Present
  Wisely Financial Strategies
  Chicago, IL

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED DISABILITY INSURANCE PRODUCTS; PO Box 70196 Philadelphia, PA 19176; START DATE 07/2013; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 2 HOURS PER MONTH; 1 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [OPERATING UNDER THE DBA NAME OF WISELY FINANCIAL STRATEGIES & INSURANCE SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; SAN FRANCISCO, CA; START DATE: 12/2019] [Soar City Inc. (Dormant); This is a non-profit that teaches underprivileged youth about extracurricular activities such as fishing, painting, cooking, dancing, etc.; 1948 Quesada Ave. San Francisco, CA 94105; Start Date 10/2020; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [The Joyce J. Yoo Trust ; Rental Property. I own a separate property in Illinois. ; 2700 Summit Dr. Unit 403, Glenview, IL 60025; Start Date 04/2021; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; owner-collect rent] [ NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010 ; Start Date 01/2024; Role/Title: passive Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Wisely Financial Strategies FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; CHICAGO IL ; START DATE: 08/2023]

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-12-01
• S63 Uniform Securities Agent State Law Examination
  2009-11-25