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James J Joo

Journey Advisory Group, LLC

Covington, KY

Blue Ash, OH

CRD 7563480

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Employer firm

Journey Advisory Group, LLC CRD 171919

$1.65B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Educational seminars

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

Current Employers
Journey Advisory Group, Llc

50 E. Rivercenter Blvd Suite 301, Covington, KY 41011 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-06-03
  • OH RA
    APPROVED
    Since 2022-06-03

Branch Locations

50 E. Rivercenter Blvd Suite 301, Covington, KY 41011 • United States

4500 Cooper Road Suite 201, Blue Ash, OH 45242 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
U.S. Bank Cincinnati OH 11/1999 04/2021
Pnc Cincinnati OH 04/2021 04/2022
Journey Advisory Group Covington KY 05/2022 Present
  • 11/1999 → 04/2021
    U.S. Bank
    Cincinnati, OH
  • 04/2021 → 04/2022
    Pnc
    Cincinnati, OH
  • 05/2022 → Present
    Journey Advisory Group
    Covington, KY
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

STRATEGIC ADVISERS LLC
PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

ALEX CHISHOLM
CHRISTOPHER M HATFIELD
JOSEPH D QUIGLEY

Nearby Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY

More in Covington, KY

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