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James Janghwan Kim

Investment adviser representative at Westpark Wealth Advisors, Inc.
14 yearsExperience
1 stateRegistered in
CFP® certification, PFSDesignations
$254.3MFirm 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

14 years in the industry.

  1. Calton & Associates, Inc.Nov 2017 to now
  2. Westpark Wealth Advisors, Inc.Apr 2012 to now
  3. Ims Securities, Inc.Apr 2012 to Nov 2017

Designations

  • CFP® certification
  • PFS

Exams passed

  • Series 63 · Uniform Securities Agent State Law2012

State registrations

Registered as an investment adviser representative in 1 state (TX).

Westpark Wealth Advisors, Inc.

$254.3MAssets managed
776Clients
26Advisers
22 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
5995274
Firm CRD
130914
Advisor's SEC record (opens in a new tab)
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