Isaac Kim
Investment adviser representative at J.P. Morgan Securities LLC
12 yearsExperience
2 statesRegistered in
$429.7BFirm assets
61 yearsFirm 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- J.P. Morgan Securities LLCAug 2022 to now
- Morgan StanleyJul 2020 to Jul 2022
- SFG Retirement Plan ConsultingFeb 2020 to Jun 2020
- Shuster Financial Group, LLCFeb 2020 to Jun 2020
- First Heartland Capital IncMay 2019 to Dec 2019
- First Heartland Consultants, IncMay 2019 to Dec 2019
- AIGMar 2019 to Jan 2020
- American General Life Ins CoMar 2019 to Jan 2020
- Ares Investor Services LLCApr 2018 to Feb 2019
- Ares Management LLCApr 2018 to Feb 2019
- First Allied Securities, Inc.Sep 2015 to Jul 2017
- Girard Securities, Inc.Sep 2015 to Jul 2017
- Summit Brokerage Services, Inc.Sep 2015 to Jul 2017
- Legend Equities CorporationSep 2015 to Dec 2016
- Cetera Advisor Networks LLCJan 2015 to Mar 2018
- Cetera FinancialJan 2015 to Mar 2018
- Cetera Advisors LLCDec 2014 to Mar 2018
- Cetera Financial Specialists LLCDec 2014 to Jul 2017
- Cetera Investment Services LLCDec 2014 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
J.P. Morgan Securities LLC
$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 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
- 5411953
- Firm CRD
- 79