Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Kim is a financial advisor with over 20 years of experience in the industry. Jason is currently registered with Goldman Sachs & Co. LLC and has been working with them since 2006. Prior to that, Jason worked with Goldman, Sachs & Co. Jason is a Series 63, Series 7, Series 86, and Series 87 licensed professional. Jason is licensed to provide investment advice in all 50 states and the District of Columbia. Jason is a skilled financial advisor with experience working with high-net-worth individuals, corporations, pooled investment vehicles, charitable organizations, and other investment advisors. Jason has provided advisory services such as portfolio management, financial planning, educational seminars, selection of other advisors, and publication of periodicals. Jason's clients have an approximate asset amount of over $50 billion.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Execution charges, custody, management fee
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2
NY
05/15/2006 - Present
Goldman Sachs & Co. LLC (NEW YORK NY)
NY
01/07/2005 - 02/24/2006
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 02/25/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 06/03/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 01/06/2005
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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