Jong Keun
Kim

Quest Capital Strategies, Inc

CRD#4657299
Investment Advisor
in Arcadia, CA
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About this Advisor

Jong Keun Kim is a financial advisor operating out of Arcadia, California, who has been in the advisory business for 12 years. Kim is currently employed by Quest Capital Strategies, Inc. Throughout their career, they have worked at Quest Capital Strategies, Inc, Jong Keun Kim - Agent, Robert Half Placement Agency, Braile Institute, Warner Brothers, Fox, Warner Bros, Paramount Pictures and Nbc Universal. Kim holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in California and Oregon. Quest Capital Strategies, Inc is a registered investment firm that has its headquarters in Arcadia, California. It has offices in 65 locations and a total of 10 advisors. It oversees $56 million in assets under management between its 212 customer accounts, placing it among the smaller financial advisory firms in the nation by assets under management. Of its 212 customer accounts, just 2% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management are based on which services are provided. However, fee types billed by Quest Capital Strategies, Inc may include any combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

12 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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

Arcadia, CA

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Quest Capital Strategies, Inc Brokerage Details

Total Assets Under Management

$54,603,624

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

7

CA Average: 43
Total Number of Accounts

177

CA Average: 3,727
Average Account Size

$308,495

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

Jong Keun Kim Work History

Jong Keun has 12 years of experience.

2017 - Present (2 years)

Nbc Universal

2006 - Present (13 years)

Quest Capital Strategies, Inc

2013 - 2017 (4 years)

Paramount Pictures

2012 - 2012 (< 1 year)

Fox

2012 - 2012 (< 1 year)

Warner Bros

2010 - 2011 (1 year)

Warner Brothers

2008 - 2008 (< 1 year)

Robert Half Placement Agency

2008 - 2008 (< 1 year)

Braile Institute

2006 - 2017 (11 years)

Jong Keun Kim - Agent

Disclosures

Jong Keun 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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