Unclaimed
Jennifer Jenju Kim is an Investment Advisor Representative and Financial Advisor in Salt Lake City, UT. Jennifer has over 15 years of experience in the financial services industry. Jennifer is currently registered with Fidelity Personal And Workplace Advisors. Previously, Jennifer was with Ameriprise Financial Services, LLC, Raymond James & Associates, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Advisors, LLC, Charles Schwab & Co., Inc., LPL Financial Corporation and Wachovia Securities, LLC.
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.
A percentage of the total value of assets under management is charged.
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2
AZ
03/11/2022 - Present
Fidelity Personal AND Workplace Advisors (PHOENIX AZ)
AZ
01/18/2019 - 01/24/2022
AMERIPRISE FINANCIAL SERVICES, LLC (SCOTTSDALE AZ)
TX
04/25/2017 - 10/12/2018
RAYMOND JAMES & ASSOCIATES, INC. (AUSTIN TX)
TX
09/28/2015 - 04/07/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUSTIN TX)
TX
06/15/2011 - 10/12/2015
WELLS FARGO ADVISORS, LLC (AUSTIN TX)
TX
07/20/2010 - 06/01/2011
CHARLES SCHWAB & CO., INC. (AUSTIN TX)
TX
01/04/2010 - 07/15/2010
LPL FINANCIAL CORPORATION (AUSTIN TX)
TX
01/18/2008 - 12/31/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (AUSTIN TX)
TX
01/19/2007 - 01/22/2008
WACHOVIA SECURITIES, LLC (AUSTIN TX)
BOTH
Issued 02/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/19/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2007
Series 3 - National Commodity Futures Examination
BC
Issued 01/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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