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Jin Won Kwon

Evercore Group LLC

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About Jin Won Kwon

Jin Won Kwon is a securities professional with over 17 years of experience in the financial industry. Kwon is currently registered with Evercore Group LLC. Previously, Kwon held positions with Barclays Capital Inc. and Lehman Brothers Inc. Kwon has a broad range of licenses and qualifications including Series 7, Series 24, Series 63, Series 79TO, and SIE. Kwon holds a current registration in 37 states for the broker-dealer scope.

Firm Information

Jin Kwon is currently registered with Evercore Group LLC. Evercore Group LLC is a Limited Liability Company formed in April 2006. The firm is registered with the SEC and in 37 states.

Not reported

Assets Under Management

Not reported

Total Clients

805

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.

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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Jin Kwon’s Registration & Firm History

NY

06/30/2015 - Present

Evercore Group LLC (NEW YORK NY)

NY

09/22/2008 - 05/01/2015

BARCLAYS CAPITAL INC. (NEW YORK NY)

NY

11/11/2005 - 09/22/2008

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/31/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/16/2022

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/10/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

I

Investors' Exchange LLC

N

Nasdaq BX, Inc.

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jin Won Kwon.
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