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John Kang

Parallel Advisors, LLC

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About John Kang

John Kang is a registered Investment Advisor Representative with Parallel Advisors, LLC. John has been in the financial services industry for over 20 years. John has experience in providing financial planning and portfolio management services to individuals, corporations and businesses, high net worth individuals, and pension and profit sharing plans. John is also a registered Investment Advisor Representative in Hawaii.

Firm Information

John Kang is currently registered with Parallel Advisors, LLC. Parallel Advisors, LLC is a registered investment advisor headquartered in San Francisco, California. They provide financial planning, pension consulting, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles. They have approximately $7 billion in assets under management.
Parallel Advisors, LLC

150 SPEAR STREET

SAN FRANCISCO, CA 94105

$7.08B

Assets Under Management

35

Total Clients

56

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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John Kang’s Registration & Firm History

CA

07/28/2023 - Present

Parallel Advisors, LLC (SAN FRANCISCO CA)

CA

08/17/2012 - 12/21/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)

CA

10/17/2008 - 09/10/2012

CREDIT SUISSE SECURITIES (USA) LLC (SAN FRANCISCO CA)

CA

12/11/2002 - 10/24/2008

UBS FINANCIAL SERVICES INC. (SAN FRANCISCO CA)

NY

06/25/2001 - 11/07/2002

GOLDMAN, SACHS & CO. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 09/08/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/14/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/22/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for John Kang. Review regulatory record here.
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