John Juhan Kim
Investment adviser representative at Giving Tree Wealth Advisors
26 yearsExperience
2 statesRegistered in
$138MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
26 years in the industry.
- Giving Tree Wealth AdvisorsMar 2021 to now
- Kim Financial Advisors, Inc.Jan 2001 to now
- John J. Kim, Sole ProprietorJan 2000 to now
- LPL Financial LLCSep 2014 to Sep 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Giving Tree Wealth Advisors
$138MAssets managed
225Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2399257
- Firm CRD
- 312361