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RIA / WealthAdvisorCertified Financial Planner26 years in industry

JOSEPH S YOON

Advisor at QM ADVISORS LLC

PEACHTREE CITY, GA | Great Falls, VA

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Search this name across graphsid dfx:ria:3c149662-035a-dce9-66e6-433be6489430

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Nov 19, 2012 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: QM ADVISORS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66|S65
First exam: Sep 1, 2000
First registration: Nov 19, 2012
Dual registered: no
Other names: Joe Yoon
IAPD individual key: 4259204

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
QM ADVISORS LLC	Independent wealth	May 14, 2024	n/a	yes	PEACHTREE CITY, GA\|Great Falls, VA	Current employment
Onedigital	Institutional manager	Aug 7, 2023	Mar 27, 2024	no	Reston, VA\|Danvers, VA	Previous registration
TIMESCALE FINANCIAL, INC.	Former SEC adviser	Jan 20, 2021	Jul 25, 2023	no	Reston, VA\|Great Falls, VA\|DANVERS, MA	Previous registration
AOG WEALTH MANAGEMENT	Former SEC adviser	Mar 8, 2019	Jan 11, 2021	no	RESTON, VA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jun 3, 2016	Jan 18, 2019	no	Tysons Corner, VA	Previous registration
CMG CAPITAL MANAGEMENT GROUP, INC.	Independent wealth	Nov 19, 2012	Oct 22, 2013	no	MALVERN, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
Onedigital	QM ADVISORS LLC	Mar 27, 2024	May 14, 2024	48	Firm change	Other
TIMESCALE FINANCIAL, INC.	Onedigital	Jul 25, 2023	Aug 7, 2023	13	Firm change	Other
AOG WEALTH MANAGEMENT	TIMESCALE FINANCIAL, INC.	Jan 11, 2021	Jan 20, 2021	9	Firm change	RIA to RIA
CHARLES SCHWAB & CO., INC.	AOG WEALTH MANAGEMENT	Jan 18, 2019	Mar 8, 2019	49	Firm change	Ibd to RIA
CMG CAPITAL MANAGEMENT GROUP, INC.	CHARLES SCHWAB & CO., INC.	Oct 22, 2013	Jun 3, 2016	955	Firm change after gap	Other

Relationships

Registered with (6)

→ QM ADVISORS LLCRegistered adviserregistration: current employment
May 14, 2024 to presentfactForm ADV
→ ONEDIGITALRegistered adviserregistration: previous registration
Aug 7, 2023 to Mar 27, 2024factForm ADV
→ TIMESCALE FINANCIAL, INC.Registered adviserregistration: previous registration
Jan 20, 2021 to Jul 25, 2023factForm ADV
→ AOG WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Mar 8, 2019 to Jan 11, 2021factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jun 3, 2016 to Jan 18, 2019factForm ADV
→ CMG CAPITAL MANAGEMENT GROUP, INC.Registered adviserregistration: previous registration
Nov 19, 2012 to Oct 22, 2013factForm ADV

Dated events

Occurred
Mar 27, 2024
Advisor changed firm
Joseph S Yoon left Onedigital for Qm Advisors Llc (registered 2024-05-14)
Form ADVobserved 6 days ago
Occurred
Jul 25, 2023
Advisor changed firm
Joseph S Yoon left Timescale Financial, Inc. for Onedigital (registered 2023-08-07)
Form ADVobserved 6 days ago