Investment adviser representative · Journey Advisory Group, LLC
James J. Joo
CRD 7563480 · Blue Ash, OH
At a glance
James J. Joo is an investment adviser representative with Journey Advisory Group, LLC in Blue Ash, OH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on James’s SEC record dates to 2022, about 4 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Journey Advisory Group, LLCSince June 2022Blue Ash, OH · $1.7B in regulatory assets
SEC adviser record
- Registered since
- 2022 (4 years)
- Designations
- Chartered Financial Analyst
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
James’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.