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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Kim, J. is a financial advisor with Gerber Kawasaki Wealth & Investment Management. Jeff Kim has been a registered investment advisor since 2008, and has experience with a variety of clients including individuals, corporations, and retirement plans. Jeff Kim specializes in financial planning, portfolio management, and pension consulting. Jeff Kim is a Certified Financial Planner™ professional and is licensed as an insurance agent.
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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Third-party advisory fees
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CA
08/25/2023 - Present
Gerber Kawasaki Wealth & Investment Management (SANTA MONICA CA)
CA
10/31/2017 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (LOS ANGELES CA)
CA
02/04/2014 - 11/09/2017
B.B. GRAHAM & COMPANY, INC. (LOS ANGELES CA)
CA
05/08/2013 - 01/21/2014
SII INVESTMENTS, INC. (SAN RAMON CA)
CA
05/14/2008 - 05/15/2013
MML INVESTORS SERVICES, LLC (LOS ANGELES CA)
IA
Issued 11/13/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/13/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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