Jodie Y Kim
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
11 yearsExperience
1 stateRegistered in
$31.7BFirm assets
31 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 assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Goldman Sachs Wealth Services, L.P.Jan 2022 to now
- Goldman Sachs Ayco Personal Financial ManagementSep 2021 to now
- UnemployedJun 2021 to Aug 2021
- The Wooden FloorMar 2021 to May 2021
- Stephen Yim's Estate Planning FirmMay 2020 to Aug 2020
- Han's Learning CenterMay 2018 to Jan 2020
- Island's Fine Burgers and Drinks RestaurantNov 2017 to Jan 2018
- Chapman UniversityAug 2017 to May 2021
- Champs SportsJun 2016 to Jun 2018
- 'iolani SchoolAug 2010 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Goldman Sachs Wealth Services, L.P.
$31.7BAssets managed
117,699Clients
1,142Advisers
31 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
- 7444130
- Firm CRD
- 106693