James Joo
Senior Investment Advisor at Journey Advisory Group, LLC
- Role
- Senior Financial Advisor at Journey Advisory Group, Llc
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About James Joo
James Joo is a Senior Investment Advisor at Journey Advisory Group. James has spent his…
Experience
Senior Financial Advisor
May 2022 — Present · Blue Ash, OH, US
Builds and manages deep client relationships in order to understand personal and financial circumstances and goals. Provides thoughtful portfolio construction for ultra-high net worth clients, ongoing oversight, and performance monitoring while considering client’s tolerance for risk, tax status, time horizon, and personal preferences. Confers with clients on deliberate financial recommendations, further guiding them along life’s financial journey.
Education
Xavier University
BSBA, Finance
1995 — 1999
Skills
- Commercial Lending
- Retirement Planning
- Hedge Funds
- Securities
- Finance
- Equity Valuation
- Credit
- Relationship Management
- Options
- Retirement
- Bonds
- Equities
- Credit Analysis
- Hedging
- Fixed Income
- Trading
- Wealth Management Services
- High Net Worth Individuals
- Wealth Management
- Capital Markets
- Investment Advisory
- Economics
- Derivatives
- Trust Services
- Financial Analysis
- Structured Products
- Wealth
- Asset Management
- Equity Research
- Portfolio Management
- Financial Advisory
- Tactical Asset Allocation
- Investments
- Etfs
- Investment Strategies
- Alternative Investments
- Separately Managed Accounts
- Investment Management
- Asset Allocation
- Mutual Funds
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.