Jae Kim (CRD# 5004453) is an Investment Advisor Representative working at Cyclus Wealth Management in Fresno, CA and has over 10 years of experience in the finance industry.
CRD# 4407978
Commonwealth Financial Network
CRD# 4834967
Diversified Wealth Management Solutions, LLC
CRD# 5351296
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cyclus Wealth Management, Inc. | Fresno, CA | Jul 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2013 |
- CA
-
Total Assets Under Management20MILLIONS
-
Total Number of Accounts50ACCOUNTS
-
Average Account Value$400,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Other
CA
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