Ik Jun Choi
Investment adviser representative at Pasadena Private Wealth, LLC
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.6BFirm 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Gt Securities, Inc.Jan 2025 to now
- Pensionmark Securities, LLCMay 2020 to now
- Pasadena Private Wealth, LLCMay 2018 to now
- Purshe Kaplan Sterling InvestmentsMay 2018 to May 2020
- Bank of America, N.A.Jun 2016 to May 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2010 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (CA).
Pasadena Private Wealth, LLC
$1.6BAssets managed
524Clients
19Advisers
8 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
- 5855980
- Firm CRD
- 295178