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CEO & CCO · Novera Wealth, Inc.

Jason Yoo

CRD 5175313 · Named on Form ADV at one SEC-registered adviser

At a glance

Novera Wealth, Inc., an SEC-registered asset manager based in New York, NY with $0 in regulatory assets, lists Jason Yoo on its Form ADV as CEO & CCO, a control person.

Firms and roles

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Jason’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jason’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.