Our Team

James Yoo is the head of the Axia Upsilon Group of Oppenheimer & Co. Inc., in the Saddle Brook NJ office. James joined Oppenheimer & Co. Inc. in 1998 having worked at Bear Stearns and Merrill Lynch prior. James’ clients include high-net-worth individuals, families, and small-to-midsized businesses. He also works directly with CPAs, estate attorneys, business brokers, trust officers, etc., to address client needs and issues, and provide an exceptional client experience.

With over 30 years of industry experience James focuses on delivering a comprehensive approach to private wealth management that begins with listening to clients’ needs to help ensure strategies match objectives and account for risk. This goals-based approach is essential for James’ client-advisor relationship, in which he acts as a true collaborator and steward of capital. He strongly believes in investing with a purpose in order to help provide practical results. Additionally, James’ team approach combines trust, knowledge, and adaptable investment strategies–all of which help him provide the highest standard of service.

James Yoo attended the State University of New York at Albany majoring in philosophy. He also holds the FINRA Series 7 and 66 registrations. His proudest achievement is having 2 daughters attend the United States Military Academy at West Point. He is an avid cyclist having raced in many local New York/New Jersey area races and is a current member of NYCC (New York Cycling Club).

Kyle is dedicated to creating the most value for his clients. With a focus on recommending and implementing investment strategies that aim to generate long-term, compounding returns. Kyle strongly believes that collaboration is the cornerstone of the client-advisor relationship. He leverages a team approach that combines trust, knowledge, and adaptable investment strategies to provide the highest standard of service.

In 2022 Kyle became a member of The Axia Upsilon Group, he started as an advisor with MMLIS. Prior to his career in finance, Kyle learned the value of hard work through various labor-intensive jobs, including landscaping, automotive repair, and HVAC. He credits these experiences with developing an undeniable work ethic and a deep understanding of the importance of every dollar. It was while helping his father manage his finances for his own business that Kyle discovered his passion for investing and helping others grow their hard-earned money.

Kyle is a graduate of Montclair State University where he earned a degree in Business Administration. He was an active member of the campus community, a captain for Montclair's Men's Lacrosse program receiving numerous honors, including USLIA All American, USLIA Scholar All American, and CSAC First Team All-Conference. Kyle continues to give back to the lacrosse community by volunteering as a coach for Morristown High School and his alma mater, Montclair State University.