Justin Yoo has been an investment adviser representative at Financial & Tax Architects since April 2025, and is not listed among the firm’s executive officers or direct owners.
Financial & Tax Architects, LLC is a St. Louis, MO firm with $506M under management, 1,574 clients and 40 advisers across 22 offices, as of its June 2026 filing.
Justin Yoo is Financial Advisor of Financial & Tax Architects, based in Frederick, MD. Trained as a chemical engineer, he worked in biomedical, electrical and RF engineering roles and led the software team for an international engineering lab. After the company was acquired he moved into consulting, guiding large-scale software implementations for government agencies, and later moved into retirement financial planning.
- – present · 1 yearFrederick, MD · Adviser representative · Firm CRD 119169
Investment adviser representative registrations
Justin Yoo is registered as an investment adviser representative in Maryland, since April 2025.
- MarylandSince 29 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 March 2025 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 8082762
- Firm
- Financial & Tax Architects · CRD 119169
- Office
- 5350 Spectrum Drive, Frederick, MD 21703
- Registration
- Investment adviser registration
- In the industry since
- April 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fta-ria.com
Where does Justin Yoo work?
Justin Yoo is an investment adviser representative registered through Financial & Tax Architects, LLC since April 2025, and is not listed among the firm’s executive officers or direct owners.
Is Justin Yoo a financial advisor?
Yes. Justin Yoo has a current investment-adviser registration in Maryland, through Financial & Tax Architects since April 2025.
How many years of experience does Justin Yoo have?
Justin Yoo has 1 year in the financial industry, since April 2025, across 1 adviser firm.
What exams has Justin Yoo passed?
Justin Yoo passed the Series 65 in March 2025.
Where is Justin Yoo based?
Justin Yoo’s registered office is in Frederick, MD.
Is Justin Yoo registered with FINRA?
No. Justin Yoo has no current broker registration.
How can I verify Justin Yoo’s record?
Search CRD 8082762 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Justin Yoo’s full registration record.
David BrooksChief Executive Officer
Gordon HaavePresident and Chief Investment Officer- Paul FelschChief Compliance Officer & Legal Counsel