Jennifer
Kim

Seia

CRD#2322771
Investment Advisor
in Los Angeles, CA
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About this Advisor

Jennifer Kim is a certified financial planner working out of Los Angeles, California, who has been in the financial industry for 25 years. Kim is an employee of Seia. During their career, Kim has held roles at Royal Alliance Associates, Inc, Signator Investors, Inc and Signature Estate & Investment Advisors. Kim holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Seia is a registered investment firm that has its headquarters in Los Angeles, California. The investment advisory business has offices in six locations and a total of 85 people on staff. It manages $6 billion in assets under management across its 10,210 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 19 charitable organizations. Of its 10,210 client accounts, 23% belong to high-net-worth clients who have greater than $1 million in assets. Seia has a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors usually depend on which service is offered. However, fees billed by Seia can include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

25 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

2121 Avenue Of The Stars, Suite 1600
Los Angeles, CA 90067

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Seia Brokerage Details

Total Assets Under Management

$5,826,012,490

CA Average: $7,578,581,321
Total Number of Employees

85

CA Average: 43
Total Number of Accounts

10,210

CA Average: 3,727
Average Account Size

$570,618

CA Average: $2,033,427

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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
  • Selection of other advisers
  • Educational seminars/workshops

Jennifer Kim Work History

Jennifer has 25 years of experience.

2018 - Present (1 years)

Royal Alliance Associates, Inc

2001 - Present (18 years)

Signature Estate & Investment Advisors

1993 - Present (26 years)

Signator Investors, Inc

Disclosures

Jennifer Kim has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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