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Joseph Yoon

Hello, I am the EVP of Advisor Services for AdvisorSharesADV. Thank you for checking out my BrandYourself Profile- Joseph Yoon


Joseph Yoon joined AdvisorSharesADV in 2014 where he is currently Executive Vice President of Advisor Services.  Mr. Yoon is responsible for the additional platform development for AdvisorShares.  Mr. Yoon has over a dozen years of experience in both the retail and institutional segments of the financial services sector. Prior to joining AdvisorShares, Mr. Yoon was a founding member that helped build a successful custody and brokerage platform with Ceros Financial Services (previously known as Rydex Financial Services).  Ceros grew to be a $5 billion dollar platform that catered to the fee-only and hybrid registered investment advisor community.  Earlier, he was a financial advisor with American Express Financial Advisors.  Mr. Yoon graduated from the Johns Hopkins University with a Bachelor of Arts degree in Economics.  He currently serves as a committee chair on their Second Decade Society board. Mr. Yoon resides in Rockville, Maryland where he enjoys spending time with his wife, daughter, and two doxies.   In his free time he enjoys photography, singing and playing poker.  Mr. Yoon holds FINRA Series 7, 24, and 66 licenses and Maryland Life & Health Insurance.

Joseph Yoon's Background

Joseph Yoon's Experience

Executive Vice President of Advisor Services at AdvisorSharesADV

March 2014 - Present | Bethesda, MD

Vice President Institutional Sales at CMG Capital Management Group, Inc.

October 2012 - October 2013

I am responsible for maintaining and cultivating advisor relationships in the Northeast (ME, VT, NH, MA, CT, RI) and Mid-Atlantic (NJ, DE, MD, DC, VA, WV, NC, SC) for CMG.

Director of Business Development at Ceros Financial Services, Inc.

September 2009 - October 2012

Director, Business Development at Rydex Financial Services

December 2006 - August 2009

Manager, Business Development at Rydex Financial Services

May 2006 - December 2006

Business Analyst at Rydex Financial Services

June 2005 - May 2006

Relationship Manager at Rydex Financial Services

December 2003 - May 2005

Client Service Manager at Rydex Financial Services

December 2001 - December 2003

Accountant at Rydex Funds

December 2000 - December 2001

Financial Advisor at American Express Financial Advisors

2000 - 2000

Financial Advisor at American Express Financial Advisors

2000 - 2000

Joseph Yoon's Education

The Johns Hopkins University

1996 – 2000

BA


Lexington High School

1992 – 1996

Joseph Yoon's Interests & Activities

Photography, Singing, Hockey, Outdoor Activities and travel.

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