Joon Cho: Email & Phone Number

Work Experience 37 years

Director at M Financial Group

Oct 2025 - Current

Corporate Vice President at The Nautilus Group

Nov 2014 - Oct 2025

Corporate Vice President at New York Life

Nov 2009 - Oct 2014

Corporate Vice President | Case Coach at New York Life

Jan 2009 - Jan 2013

Board Member at Suffolk University Law School DC Alumni Chapter | Board of Directors

Jan 2009 - Jan 2011

Financial Planning Specialist | Wealth Management at Morgan Stanley

Apr 2007 - Oct 2009

Educational Scholarship Committee at USPAACC

Jan 2009 - Jan 2009

Commissioner at Fairfax County Human Rights Commission

Jan 2005 - Jan 2009

Financial Consultant at AXA Advisors, LLC

Mar 2005 - Mar 2007

Leadership Committee Member | Teacher at Korean central Presbyterian church

Sep 2002 - Jun 2006

Teacher | Assist. Director at Various Youth Group Ministries

Sep 1989 - Jun 2006

Committee Member at Fairfax County Public School Human Relations Advisory Board

Jan 2005 - Jan 2005

Consultant at Private Equity Real Estate Investment Group | Management

Jan 1999 - Jan 2005

Joon is proficient in Korean. Their professional focus is 401k, 401k Rollovers, and Alternative Investments across 3 core areas.

Joon holds Data Storytelling Basics, Visual Storytelling in PowerPoint, and Series 63: Uniform Securities Agent certifications.