Jason Kim (CRD# 6408615) is an Investment Advisor Representative working at Rosasharn Investment Management, LLC in San Francisco, CA and has over 9 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Knighted Ventures, LLC | Emeryville, CA | Nov 2012 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2014 |
- CA
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts6ACCOUNTS
-
Average Account Value$361,113
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
CA
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