Jooson Kim, financial advisor Merrimack NH
78 score

Jooson Kim

CRD Number: 6092738
Current Firm: Strategic Advisers, Inc.

Jooson Kim (CRD# 6092738) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Merrimack, NH and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Merrimack, NH Sep 2014 - Current 2
Bank Of America, N.a. Portsmouth, NH Nov 2013 - Sep 2014 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Portsmouth, NH Jun 2012 - Sep 2014 2
Greatbay Trout Unlimited Dover, NH Feb 2012 - Sep 2014 2
Charms Investments Newburyport, MA Jan 2011 - Jun 2012 1
We Care Cleaners Inc. Portsmouth, NH Jul 2008 - Dec 2010 2
Kim's Cleaners South Berwick, ME May 2005 - Jul 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Jooson Kim
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • NH
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
78

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