Jong Keun Kim (CRD# 4657299) is an Investment Advisor Representative working at Stonex Advisors Inc. in Birmingham, AL and has over 21 years of experience in the finance industry.
CRD# 5307151
Waverly Advisors, LLC
CRD# 2703719
Planmember Securities Corporation
CRD# 1791731
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stonex Securities Inc. | Pasadena, CA | Dec 2019 - Current | 4 |
| Stonex Advisors Inc. | Pasadena, CA | Dec 2019 - Current | 4 |
| Nbc Universal | Universal City, CA | Sep 2017 - Current | 6 |
| Quest Capital Strategies, Inc. | Lake Forest, CA | Jan 2006 - Dec 2019 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2003 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2003 |
- CA
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Total Assets Under Management3,316MILLIONS
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Total Number of Accounts14,019ACCOUNTS
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Average Account Value$236,519
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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