Jeffrey Kim, financial advisor Fort Worth TX

Jeffrey Kim

CRD Number: 6999309
Current Firm: First Command Advisory Services

Jeffrey Kim (CRD# 6999309) is an Investment Advisor Representative working at First Command Advisory Services in Fort Worth, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
First Command Financial Planning, Inc. Fort Worth, TX Sep 2019 - Current 3
First Command Advisory Services, Inc. Fort Worth, TX Sep 2019 - Current 3
First Command Insurance Services, Inc. Fort Worth, TX Sep 2019 - Current 3
Us Army/california Army National Guard Barstow, CA May 2016 - Current 6
First Command Financial Planning, Inc. Fort Worth, TX Aug 2018 - Sep 2019 1
Insight Shooting Range Artesia, CA Mar 2017 - Oct 2017 < 1
California State University Long Beach Long Beach, CA Sep 2011 - May 2016 4
Insight Shooting Range Artesia, CA Jul 2014 - Dec 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2019
Contact Info for Jeffrey J. Kim
Phone Number: 817-731-8621
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    18,869
    MILLIONS
  • Total Number of Accounts
    98,324
    ACCOUNTS
  • Average Account Value
    $191,906
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
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, WY

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