Yumi Moon

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 07/2024 → Present
  Jpmorgan Chase Bank, Na
  Los Angeles, CA
• 07/2024 → Present
  Jpmorgan Securities Llc
  Los Angeles, CA
• 12/2021 → 06/2024
  Kjm
  Los Angeles, CA
• 07/2020 → 01/2021
  Private Academic Tutoring
  Sacramento, CA
• 06/2023 → 08/2023
  Jpmorgan Chase Bank, Na
  Los Angeles, CA
• 10/2021 → 12/2021
  Somisomi Soft Serve & Taiyaki
  Sacramento, CA
• 01/2022 → 04/2024
  Usc Marshall School Of Business, University Of Southern Californ
  Los Angeles, CA
• 06/2014 → 06/2020
  Unemployed
  Sacramento, CA
• 01/2024 → 04/2024
  University Of Southern California
  Los Angeles, CA
• 02/2021 → 09/2021
  Unemployed
  Sacramento, CA

Exams

• S66 Uniform Combined State Law Examination
  2024-08-29

Other Names

• Yumi Moon
• Yumi Boksoon Moon