Claire KimCRD Number: 6341876
Current Firm: J.p. Morgan Securities LLC
Claire Kim (CRD# 6341876) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Francisco, CA and has over 2 years of experience in the finance industry.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
Polaris Greystone Financial Group, LLC
|J.p. Morgan Securities LLC||San Francisco, CA||Dec 2014 - Current||2|
|Jpmorgan Chase Bank Na||San Francisco, CA||Nov 2014 - Current||2|
|Dinosaur Securities, LLC||Clifton Park, NY||Aug 2014 - Nov 2014||< 1|
|J.p. Morgan Securities LLC||San Francisco, CA||May 2014 - Jul 2014||< 1|
|Jpmorgan Chase Bank Na||San Francisco, CA||Apr 2014 - Jul 2014||< 1|
|Unemployed||Emeryville, CA||Sep 2013 - Mar 2014||< 1|
|University Of California, Berkeley||Berkeley, CA||Aug 2009 - Aug 2013||4|
|J. Sung Public Accountancy||Emeryville, CA||Jun 2011 - May 2013||1|
|Khs Enterprise, LLC||Concord, CA||Apr 2009 - Jun 2011||2|
|Diablo Valley College||Pleasant Hill, CA||Aug 2007 - Aug 2009||2|
|Bethel Computer Institute||Seoul,||Mar 2005 - Jun 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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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