Joseph S Yoon
Investment Adviser Representative at QM Advisors LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Joseph S. Yoon is an investment adviser representative with QM Advisors LLC in Great Falls, VA, where they have been registered since 2024. They have worked in the securities industry since 2002 and have been registered with 6 firms, including Onedigital Investment Advisors and Timescale Financial, Inc. They have passed 7 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Texas and Virginia.
Registrations & licenses
- Investment adviser:
- Texas, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Charles Schwab & Co., Inc.Apr 2016 – Jan 2019Tysons Corner, VA
- Charles Schwab BankApr 2016 – Jan 2019Tysons Corner, VA
- HWG Holdings LLC DBA Trivia Kings EntertainmentMay 2010 – Jan 2019Silver Spring, MD
- Castle Hill Consulting, LLCJul 2015 – no end date reportedRockville, MD
- InPower CoachingMay 2015 – Dec 2016Arlington, VA
- Kalos CapitalMar 2019 – Aug 2019Alpharetta, GA
- AOG Wealth ManagementMar 2019 – Dec 2020Great Falls, VA
- Timescale Financial, Inc.Jan 2021 – no end date reportedGreat Falls, VA
- Resources Investment Advisors, LLCJun 2022 – no end date reportedOverland Park, KS
- UberFeb 2016 – Dec 2016Forestville, MD
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About QM Advisors LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.015
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Great Falls, VA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joseph S Yoon has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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