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John Young Kimm

Moelis & Co. LLC

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About John Young Kimm

John Young Kimm is an investment banking professional with over 23 years of experience in the financial services industry. John is currently registered with Moelis & Co. LLC in New York, New York. John has previously worked at EVERCORE GROUP L.L.C., CSI STRATEGIC PARTNERS, LLC, BANC OF AMERICA SECURITIES LLC, and JEFFERIES & COMPANY, INC. John holds Series 7, 24, 63, 79TO and SIE licenses.

Firm Information

John Kimm is currently registered with Moelis & Co. LLC. Moelis & Co. LLC is a Limited Liability Company that was formed on June 12, 2007. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

154

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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John Kimm’s Registration & Firm History

NY

07/26/2022 - Present

Moelis & Co. LLC (NEW YORK NY)

NY

05/04/2011 - 07/06/2022

EVERCORE GROUP L.L.C. (NEW YORK NY)

NY

04/30/2010 - 06/01/2011

CSI STRATEGIC PARTNERS, LLC (NEW YORK CITY NY)

NY

11/11/2009 - 05/06/2010

EVERCORE GROUP L.L.C. (NEW YORK NY)

NY

08/31/2005 - 05/04/2009

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

NY

08/18/2005 - 08/31/2005

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

NY

01/09/2004 - 08/16/2005

JEFFERIES & COMPANY, INC. (NEW YORK NY)

NY

05/14/1997 - 05/03/2002

BEAR, STEARNS & CO. INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/08/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/29/2001

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 05/13/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Young Kimm.
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