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Welcome
Associations
- Suffolk University Law School
DC Alumni Chapter - Board of Directors
Board Member
Washington, DC - Fairfax County Human Rights Commission
Former Commissioner-At-Large
Fairfax, VA - Korean Central Presbyterian Church
Deacon
Vienna, VA - Youth Group Ministries
Almost 20 Years of Teaching Experience
Various Locations - US Pan Asian American Chamber of Commerce
Member
Washington, DC - Bethesda - Chevy Chase Chamber of Commerce
Member
Bethesda, MD - Fairfax County Public School
Human Relations Advisory Board
Former Committee Member
Fairfax, VA
Business Experience
- Present: Morgan Stanley Smith Barney*
Financial Advisor
Financial Planning Specialist
Washington, DC - AXA Advisors, LLC
Financial Consultant
Falls Church, VA - Private Equity Real Estate Investment Group
Consultant
Fairfax, VA - Suffolk Superior Criminal Court
Clerk
Boston, MA
Education and Licensing
- Juris Doctor, 1999
Suffolk University Law School
Boston, MA - Bachelor of Arts, 1992
Calvin College
Grand Rapids, MI - Series 7 - General Securities Representative
- Series 66 - Combined Investment Advisory Agent & Uniform State Exam
- Financial Planning Specialist (FPS) Designation
- Life / Health Insurance and Annuity Licensed
Services
- Asset Management
- Wealth Management
- Mergers and Acquisitions
- 401k Rollovers
- 529 Plans
- Annuities
- Business Planning
- Certificates of Deposit
- Defined Contribution Plans
- Education Planning
- Estate Planning
- Financial Planning
- Fixed Income
- Insurance Services
- Lending Services
- Retirement Planning
- Philanthropic Services
- Qualified Retirement Plans
- Structured Settlement Annuities
Bulletin Board
- I am very appreciative when existing clients introduce friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations. Please email a link to my website to anyone in your life that may be facing a life changing event, such as retirement or an estate issue.
- As a business owner who is responsible for the Company's 401(k) plan, are you concerned about the 401(k) plan's performance and whether or not there is a better way? We work with business owners to create and implement custom pension plans.
- Too many IRAs? Contact us to help consolidate your retirement plans.
Joon Cho is licensed in the following state(s): AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, MO, NC, NJ, NM, NV, NY, OH, OK, PA, SC, UT, VA, WI, WV
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS
How to Survive a Layoff (pdf)
How Your Account is Protected at Smith Barney (pdf)
The Basics of Annuities: Planning for Income Needs (pdf)
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