Jongsik Kim
Jongsik Kim is a registered investment advisor at MML Investors Services, LLC, based in Los Angeles, CA, with 33 years of industry experience. Jongsik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 392,809 clients with $90B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MML Investors Services manages investment menus for retirement plans and offers a managed account service for participants.
For the overall plan, MMLIS selects and monitors investment options. For participants using the managed account service, fees are charged quarterly, up to a maximum of 0.60% per year of the account value. MMLIS receives 0.10% of this fee, with the remainder going to Morningstar and the recordkeeper. The exact fees vary by recordkeeper and whether the service is a Qualified Default Investment Alternative.
Location
3700 W Wilshire Blvd, Suite 570, Los Angeles, CA, 90010
Get directionsHistory
Regulatory History (4)
Customer Dispute
March 2023Customer Dispute
June 2000Employment Separation After Allegations
May 1999Customer Dispute
February 1999Other Business ActivitiesSells Insurance
Jongsik is an insurance agent since 1983, dedicating minimal time to this activity. Jongsik also owns a condominium and receives rental income from it since 2014.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
MML Investors Services, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Nylife Securities INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.