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Jason Kim

Rosasharn Investment Management, LLC

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About Jason Kim

Jason Kim is an investment advisor representative currently associated with Rosasharn Investment Management, LLC. Jason is registered with the state of California and holds a Series 65 license. Jason has been active in the industry since 2012, and is a president of another business, ALPHA GAMING, INC.

Firm Information

Jason Kim is currently registered with Rosasharn Investment Management, LLC. Rosasharn Investment Management, LLC is an investment advisor registered with the SEC. The firm manages $2,166,678 in regulatory assets under management for 6 clients. The firm specializes in portfolio management for individuals.

$2.17M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jason Kim’s Registration & Firm History

CA

01/01/2025 - Present

Rosasharn Investment Management, LLC (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 12/02/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Kim.
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