Jennifer Kim, financial advisor Washington DC
93 score

Jennifer Kim

CRD Number: 5458929
Current Firm: Citigroup Global Markets Inc.

Jennifer Kim (CRD# 5458929) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Washington, DC and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Citigroup Vienna, VA Feb 2015 - Current 1
Wells Fargo Bank Na Verndon, VA Jan 2013 - Feb 2015 2
Wells Fargo Advisors, LLC Herndon, VA Jan 2013 - Feb 2015 2
Pnc Investments Inc. Pittsburgh, PA Apr 2010 - Jan 2013 2
Omega Wealth Management Arlington, VA Jan 2010 - Mar 2010 < 1
Bank Of America Annandale, VA May 2009 - Jan 2010 < 1
Merrill Lynch Vienna, VA Nov 2007 - May 2009 1
Blvd. Of Medical Center Fallschurch, VA Mar 2007 - Nov 2007 < 1
University Va Beach/newport News, VA Jun 2004 - May 2007 2
Keagans Va Beach, VA May 2006 - Mar 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2011
Contact Info for Jennifer B. Kim
Phone Number: 212-816-6000
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    22,285
    MILLIONS
  • Total Number of Accounts
    42,945
    ACCOUNTS
  • Average Account Value
    $518,927
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • 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, 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
93
Clean Record
This advisor has a clean track record with regulators.

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