JK
JK

Janet Kim

19 Years of Experience
Rolling Hills Estates, CA
Broker

Janet Kim is a registered investment advisor at Morgan Stanley, based in Rolling Hills Estates, CA, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

609 Deep Valley Drive, Suite 400, Rolling Hills Estates, CA, 90274

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Janet has a Power of Attorney (POA) since 2018 in Torrance, California. This activity is investment-related and requires minimal time.

Employment History
Current Registrations
Morgan Stanley
October 2021 - Present · 4 yrs 7 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
April 2006 - June 2009 · 3 yrs 2 mos
State Registrations48 states
AKALARAZCACOCTDCDEFLGAHIIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENJNMNVNYOHOKORPARISCSDTNTXUTVAVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.