Sagepoint Financial, Inc
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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
Years of Experience
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Sagepoint Financial, Inc Brokerage Details
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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.
B.B. Graham & Co
Mml Investors Services
Jeff Kim has disclosures.
Please visit their SEC profile for more details.