Donna Kim, financial advisor Renton WA
90 score

Donna Kim

CRD Number: 5946383
Current Firm: J.p. Morgan Securities LLC

Donna Kim (CRD# 5946383) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Renton, WA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Newcastle, WA Mar 2013 - Current 3
Cetera Investment Services St.cloud, MN Dec 2012 - Mar 2013 < 1
Homestreet Investment Seattle, WA Nov 2012 - Mar 2013 < 1
Primevest Financial Services St. Cloud, MN Nov 2012 - Dec 2012 < 1
Key Investment Services Bellevue, WA May 2011 - Oct 2012 1
Philips Healthcare Bothell, WA May 2007 - May 2011 4
Lexus Of Seattle Lynnwood, WA Aug 2006 - May 2007 < 1
Medicine Man Pharmacy Seattle, WA Apr 2004 - Aug 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2013
S65 NASAA Investment Advisors Law Examination Jun 2013
Contact Info for Donna J. Kim
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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