Sunwook Jin
Sunwook Jin is a CFP-designated registered investment advisor at Redwood Financial Network, based in Solon, OH, with 26 years of industry experience. Sunwook operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 968 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Redwood Financial Network charges an annual fee ranging from 0.50% to 2.5% of your portfolio for investment management services. This fee is negotiable, so clients with similar investments may pay different rates. The fee covers account management, brokerage, clearance, custody, and administrative services if you are in a wrap fee program. Fees are deducted quarterly in advance. You can terminate the service at any time and receive a pro-rata refund.
Location
30285 Bruce Industrial Pwy #A, Solon, OH, 44139
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sunwook is affiliated with Redwood Financial Network as a registered investment advisor and sells non-variable insurance products, dedicating about 75% of his time to these activities. He also owns multiple real estate rental properties and is involved in tax preparation and accounting services.
Employment History
Current Registrations
Redwood Financial Network
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
PNC InvestmentsBroker
PNC Investments
Natcity Investments, INC.
Natcity Investments, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.