Jeff J. Kim
Investment adviser representative at Gerber Kawasaki Wealth & Investment Management
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.1BFirm 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 feeOther
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.
- Gerber Kawasaki Wealth & Investment ManagementAug 2023 to now
- Sagepoint FinancialOct 2017 to Aug 2023
- B.B. Graham & Co.Jan 2014 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (CA).
Gerber Kawasaki Wealth & Investment Management
Legal name: Gerber Kawasaki, Inc.
$4.1BAssets managed
9,624Clients
39Advisers
12 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
- 5466411
- Firm CRD
- 153649