Sagepoint Financial, Inc

Investment Advisor
in Los Angeles, CA
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About this Advisor

Jeff Kim is a certified financial planner whose office is in Los Angeles, California. Currently an investment advisor at Sagepoint Financial, Inc, Kim has 10 years of professional experience in the financial advisory industry. Kim has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Kim is able to advise clients in California. Throughout their career, Kim has worked at Mml Investors Services, Sii Investments, B.B. Graham & Co and Sagepoint Financial. Sagepoint Financial, Inc is based out of Los Angeles, California, and operates out of 615 additional locations in the United States. As a company, Sagepoint Financial, Inc oversees $7 billion in assets throughout 33,830 accounts and retains more than 2,032 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the nation. The firm manages 19,836 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 11% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Sagepoint Financial, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions



Office Location

6100 Wilshire Blvd Suite #330
Los Angeles, CA 90048

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Sagepoint Financial, Inc Brokerage Details

Total Assets Under Management


CA Average: $1,555,372,352
Total Number of Employees


CA Average: 37
Total Number of Accounts


CA Average: 1,370
Average Account Size


CA Average: $1,135,308

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Jeff Kim Work History

Jeff has 10 years of experience.

2017 - Present (2 years)

Sagepoint Financial

2014 - 2017 (3 years)

B.B. Graham & Co

2013 - 2014 (1 year)

Sii Investments

2008 - 2013 (5 years)

Mml Investors Services


Jeff Kim has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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