Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Kim is a financial advisor with over 6 years of experience in the industry. Jeffrey is currently registered with J.P. Morgan Securities LLC and is licensed in Georgia and Texas. Prior to joining J.P. Morgan Securities LLC, Jeffrey worked for Morgan Stanley and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jeffrey holds the Series 66, Series 7, and SIE licenses. Jeffrey has specialized in providing financial advice to high-net-worth individuals, corporations, insurance companies, charitable organizations, and pension and profit sharing plans. Jeffrey provides a wide range of financial planning services including financial planning, pension consulting, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
GA
07/19/2019 - Present
J.p. Morgan Securities LLC (Atlanta GA)
GA
10/27/2014 - 07/16/2019
MORGAN STANLEY (ATLANTA GA)
GA
03/05/2013 - 10/28/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DULUTH GA)
BOTH
Issued 04/12/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2013
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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