Jennifer Kim
Investment adviser representative at Equitable Advisors, LLC
20 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 yearsFirm in business
Are you Jennifer Kim? Claim your profile
Contact this firm
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
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Equitable Advisors, LLCJan 2023 to now
- Prospera Accountancy GroupDec 2021 to now
- Avantax Advisory ServicesDec 2020 to Nov 2022
- Avantax Investment Services, Inc.Dec 2020 to Nov 2022
- Ksga LLPJan 2018 to Oct 2020
- Cetera Financial Specialists LLCAug 2011 to Oct 2020
- Cetera Investment Advisers LLCAug 2011 to Oct 2020
- Kang & AssociatesMar 2006 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (CA).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 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
- 5952692
- Firm CRD
- 6627