Jae i Kim
Investment adviser representative at Kestra Advisory Services, LLC
9 yearsExperience
1 stateRegistered in
$79.8BFirm assets
27 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 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
Experience
9 years in the industry.
- Kestra Advisory Services, LLCDec 2025 to now
- Kestra Investment Services, LLCDec 2025 to now
- Utea Pho LLCSep 2022 to now
- Texas Financial AdvisorsJan 2025 to Dec 2025
- Mooyoung A&eSep 2023 to Dec 2023
- FidelityJul 2022 to Aug 2022
- Great Harvest Bread Co.May 2021 to Jan 2022
- University of Texas At AustinAug 2020 to May 2024
- Lg ElectronicsMay 2018 to Aug 2018
- Keller High SchoolAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 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
- 8034648
- Firm CRD
- 283330