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Julie Ann Yoon

Westmount Partners, LLC

Los Angeles, CA

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Current Employers
Westmount Partners, Llc

2049 Century Park East Suite 2500, Los Angeles, CA 90067 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-08-02
  • CA RA
    APPROVED
    Since 2023-08-02

Branch Locations

2049 Century Park East Suite 2500, Los Angeles, CA 90067 • 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
Westmount Asset Management Los Angeles CA 08/2022 Present
Westmount Asset Management Los Angeles CA 03/2020 07/2022
Carnegie Investment Counsel Los Angeles CA 02/2019 03/2020
Laurel Grove Capital Los Angeles CA 01/2012 01/2019
  • 08/2022 → Present
    Westmount Asset Management
    Los Angeles, CA
  • 03/2020 → 07/2022
    Westmount Asset Management
    Los Angeles, CA
  • 02/2019 → 03/2020
    Carnegie Investment Counsel
    Los Angeles, CA
  • 01/2012 → 01/2019
    Laurel Grove Capital
    Los Angeles, CA
Designations

View on SEC IAPD

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