YJ
YJ

Yu Jou

26 Years of Experience
Bellevue, WA
Broker

Yu Jou is a registered investment advisor at Morgan Stanley, based in Bellevue, WA, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

500 108th Avenue, North East, Suite 1900, Bellevue, WA, 98004

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Yu is a sole proprietor/owner of a digital currency/Bitcoin business in Renton, Washington, since September 2021. Yu spends minimal time on this activity after business hours.

Employment History
Current Registrations
Morgan Stanley
April 2015 - Present · 11 yrs 3 mos
Morgan StanleyBroker
November 2014 - Present · 11 yrs 8 mos
Previous Registrations
Metlife Securities INC.Broker
May 2007 - July 2014 · 7 yrs 2 mos
Century Pacific Securities, INC.Broker
December 2004 - May 2007 · 2 yrs 5 mos
Etech Securities, INC.Broker
September 2004 - January 2005 · 4 mos
New England SecuritiesBroker
June 2002 - July 2004 · 2 yrs 1 mo
Signator Investors, INC.Broker
December 2001 - March 2002 · 3 mos
Ace Diversified Capital, INC.Broker
June 2001 - October 2001 · 4 mos
Brookfield Securities, INC.Broker
February 2000 - May 2001 · 1 yr 3 mos
Thomas Green Securities, INC.Broker
May 1999 - January 2000 · 8 mos
Midwest Discount Brokers INC.Broker
December 1996 - October 1997 · 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Yu Jou - Financial Advisor | TrueAdvisor