Jeffrey Kim (CRD# 6999309) is an Investment Advisor Representative working at First Command Advisory Services in Fort Worth, TX and has over 4 years of experience in the finance industry.
CRD# 1255317
Osaic Wealth, Inc.
CRD# 2754150
Charles Schwab & Company, Inc.
CRD# 5076833
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Command Financial Planning, Inc. | Fort Worth, TX | Sep 2019 - Current | 4 |
| First Command Advisory Services, Inc. | Fort Worth, TX | Sep 2019 - Current | 4 |
| First Command Insurance Services, Inc. | Fort Worth, TX | Sep 2019 - Current | 4 |
| Us Army/california Army National Guard | Barstow, CA | May 2016 - Current | 8 |
| 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 |
- CA
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Total Assets Under Management17,482MILLIONS
-
Total Number of Accounts107,959ACCOUNTS
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Average Account Value$161,929
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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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