John Kim
Investment adviser representative at Bok Financial Private Wealth, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Bok Financial Private Wealth, Inc.Oct 2025 to now
- Bok Financial Securities, Inc.Oct 2025 to now
- BOKF, NAOct 2025 to now
- The Huntington Investment CompanyNov 2024 to Oct 2025
- The Huntington National BankNov 2024 to Oct 2025
- Umb Financial Services IncFeb 2024 to Nov 2024
- Umb BankAug 2019 to Nov 2024
- The Milestone Group, IncJun 2019 to Aug 2019
- Cobiz WealthFeb 2016 to Aug 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CO).
Bok Financial Private Wealth, Inc.
$3.7BAssets managed
818Clients
24Advisers
30 yearsIn 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
- 3008943
- Firm CRD
- 106733