JY
JY

Joana Ramirez Youssefzadeh

20 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
37 advisors
Number of Clients
4,697 clients
Average Client Portfolio
$8.5M average
Assets Under Management
$40.1B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

515 South Flower Street, Los Angeles, CA, 90071

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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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Employment History
Current Registrations
Tcw Investment Management Company LLC
March 2021 - Present · 4 yrs 11 mos
Tcw Funds Distributors LLCBroker
June 2018 - Present · 7 yrs 8 mos
Tcw Funds Distributors LLC
June 2018 - Present · 7 yrs 8 mos
Previous Registrations
Unionbanc Investment Services, LLC
January 2015 - June 2018 · 3 yrs 5 mos
Unionbanc Investment Services, LLCBroker
January 2015 - June 2018 · 3 yrs 5 mos
National Planning Corporation ("npc of America" in Fl & Ny)
March 2011 - January 2015 · 3 yrs 10 mos
National Planning CorporationBroker
March 2011 - January 2015 · 3 yrs 10 mos
Ameriprise Financial Services, INC.Broker
March 2006 - April 2011 · 5 yrs 1 mo
Ameriprise Financial Services, INC.
March 2006 - April 2011 · 5 yrs 1 mo
Ameriprise Financial Services, INC.
November 2005 - March 2006 · 4 mos
Ameriprise Financial Services, INC.Broker
November 2005 - March 2006 · 4 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.