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Jy-Jiunn M.

Investment & Finance for individual

New York, NY (10119)

Travel radius
15 miles
Hourly fee
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I am a Certified Financial Planner™ professional and a small business advisor. I graduated from Pace University with an MS in Investment Management, and have 10 years experience in stock investment. I focus more on self-training to become a professional investor. I do believe there should not be much different between Long-term investment and Short-term trade. People just need to understand how to implement strategy in different time frame and adjust by risk. I am a rare trader who believe in long-term financial planning and I still continue to find balance of two different approach.

From 2011 to 2013, I taught Retail Management and Financial Accounting in Infoserve Technologies Institute, and always educate my clients about investment for years. I consider to share more investment idea to others who really want to control their owns finance. I am not a top investor in the market yet, but I am the one who only tell the truth you have to know. If you need second opinion other than your insurance agents, bankers or investment guru, I might be the one you have to see.

According to my experience,a non-financial background individual takes only 8 hours to learn basic knowledge about managing his/her own finance. My goal is to provide financial education and share investment ideas to the people, and eventually I hope my students can avoid financial crisis hit hard on their investment and make correct financial decision.

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Jy-Jiunn’s subjects

Corporate Training:
Business, Finance
Test Preparation:
Business, Finance


I have two years' teaching experience in Retail Management and Accounting in Infoserve Technologies Institute from 2011 to 2013, and recently I established a Financial Advisor firm, in NYC. I am also a co-owner of New York Traditional Acupuncture P C. I have 10 years' small business experience in different areas such as restaurant, retail store, and comic book store.

Series 7

I have an M.S. degree in Financial Investment Management from Pace University, and I passed the series 7 exam in 2009. Currently I am a CFP® and trying to establish my own advisor firm. As a result, I won't renew my series 7 in 2014. I have 8 years' experience investing in the stock market, and 4 years' experience managing clients' money. I am willing to provide more information to verify my CFP® designation from the board website, if requested by students.

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St. John’s University (Finance)

Pace University (Master's)

Hourly fee

Standard Hourly Fee: $60.00

Cancellation: 3 hours notice required

Travel policy

Jy-Jiunn will travel within 15 miles of New York, NY 10119.

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