Samuel
Kim

J.P. Morgan Securities LLC

CRD#5069800
Investment Advisor
in Los Angeles, CA
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About this Advisor

Samuel Kim is a chartered financial analyst working in Los Angeles, California, who has been in the industry for 10 years. Kim currently works for J.P. Morgan Securities LLC. Their career trajectory has included roles at Jpmorgan Chase Bank, N.A and J.P. Morgan Securities LLC. Kim has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in California, Texas, Louisiana, North Carolina and Ohio. J.P. Morgan Securities LLC is a firm based out of Los Angeles, California. The investment advisory business has offices in 5,365 locations and a total of 5,713 employees. It handles $113 billion in assets under management among its 505,984 client accounts, making it one of the largest firms in the country by assets under management. The firm serves 190 charitable organizations. Of its 505,984 client accounts, 16% belong to high-net-worth investors who have more than $1 million in investable assets. The firm performs a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors typically are based on which services the firm provides the client. Fees billed by J.P. Morgan Securities LLC can include any combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

601 S. Figueroa Street Floor 35
Los Angeles, CA 90017

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J.P. Morgan Securities LLC Brokerage Details

Total Assets Under Management

$130,276,080,678

CA Average: $7,464,549,021
Total Number of Employees

7,383

CA Average: 88
Total Number of Accounts

602,419

CA Average: 3,892
Average Account Size

$216,255

CA Average: $1,917,921

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Samuel Kim Work History

Samuel has 10 years of experience.

2010 - Present (9 years)

Jpmorgan Chase Bank, N.A

2008 - Present (11 years)

J.P. Morgan Securities LLC

Disclosures

Samuel 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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