Joo won Kim
Investment adviser representative at J.P. Morgan Securities LLC
10 yearsExperience
1 stateRegistered in
$429.7BFirm assets
61 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- J.P. Morgan Securities LLCSep 2024 to now
- UnemployedApr 2024 to Aug 2024
- Symmetry Capital AdvisorsSep 2023 to Mar 2024
- HanabiAug 2022 to Jan 2023
- Charles Schwab &co, IncJan 2022 to Aug 2023
- TD AmeritradeJun 2021 to Dec 2021
- Moxie'sFeb 2021 to Aug 2021
- UnemployedSep 2020 to Jan 2021
- TD AmeritradeMay 2020 to Aug 2020
- UnemployedFeb 2020 to Apr 2020
- Ichiban SushiOct 2019 to Jan 2020
- UnemployedSep 2019 to Sep 2019
- HiltonJun 2019 to Aug 2019
- UnemployedSep 2018 to May 2019
- Gen Korean BbqNov 2017 to Aug 2018
- UnemployedOct 2017 to Oct 2017
- Lifetime FitnessJul 2016 to Sep 2017
- Explore HorizonsJun 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
J.P. Morgan Securities LLC
$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 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
- 7252336
- Firm CRD
- 79