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Hak jun Kim

Investment adviser representative at Citigroup Global Markets Inc.
12 yearsExperience
1 stateRegistered in
$56BFirm assets
62 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 assetsFixed or flat fee

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.

  1. Citigroup Global Markets Inc.Apr 2026 to now
  2. CitigroupFeb 2026 to now
  3. J.P. Morgan Securities LLCMay 2019 to Dec 2025
  4. JPMorgan Chase Bank, N.A.Jan 2019 to Dec 2025
  5. Bank of AmericaApr 2017 to Jan 2019
  6. The CrewApr 2014 to Apr 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2019
  • Series 65 · Uniform Investment Adviser Law2026

State registrations

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

Citigroup Global Markets Inc.

$56BAssets managed
59,829Clients
2,405Advisers
62 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
7128449
Firm CRD
7059
Advisor's SEC record (opens in a new tab)
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