TrueAdvisor
TrueAdvisor
JY
CFP
JY
CFP

Jason Yoo

Novera Wealth, INC.
7 Years of Experience
New York, NY
1 Disclosure
View SEC Summary
View SEC Summary

Jason Yoo is a CFP-designated registered investment advisor at Novera Wealth, INC., based in New York, NY, with 7 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.

Novera Wealth, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$5M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M1.00%
$5.0M - $10.0M0.95%
$10.0M - $20.0M0.90%
$20.0M - $35.0M0.85%
$35.0M - $50.0M0.80%
$50.0M - $75.0M0.75%
$75.0M - $100.0M0.70%
$100M+0.65%

Fees are negotiable. Household accounts may be aggregated for fee calculation purposes.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

200 Vesey St., 24th Floor, New York, NY, 10281

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2017
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Novera Wealth, INC.
September 2026 - Present · 1 mo
Previous Registrations
Palisade Capital Management, LP
March 2026 - August 2026 · 5 mos
Cetera Investment Advisers LLC
January 2018 - April 2019 · 1 yr 3 mos
Cetera Investment Services LLCBroker
January 2018 - April 2019 · 1 yr 3 mos
Citigroup Global Markets INC.
December 2015 - January 2018 · 2 yrs 1 mo
Citigroup Global Markets INC.Broker
December 2015 - January 2018 · 2 yrs 1 mo
J.P. Morgan Securities LLC
July 2013 - December 2015 · 2 yrs 5 mos
J.P. Morgan Securities LLCBroker
July 2013 - December 2015 · 2 yrs 5 mos
Morgan Stanley Smith Barney LLC
March 2011 - December 2011 · 9 mos
Morgan Stanley Smith BarneyBroker
February 2011 - December 2011 · 10 mos
National Securities CorporationBroker
April 2007 - September 2007 · 5 mos
Oppenheimer & CO. INC.Broker
February 2007 - March 2007 · 1 mo
Oppenheimer & CO. INC.Broker
November 2006 - January 2007 · 2 mos
Mclaughlin, Piven, Vogel Securities, INC.Broker
August 2006 - October 2006 · 2 mos
State Registrations1 state
NY
Advisor

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.

Exams
No exam information available for this advisor.
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