John Kim

CFP

Bok Financial Advisors

15 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Bok Financial Advisors

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

137 advisors

Number of Clients

3,179 clients

Average Client Portfolio

$263K average

Assets Under Management

$835.6M

Fee Structure

Minimum Investment:$1K

Location

Home Office OPS OSJ - 41 South High, 41 SOUTH HIGH STREET, 4th FLOOR, Columbus, OH, 43215

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History

Regulatory History

Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Bok Financial Advisors

October 2025 - Present · 4 mos

Bok Financial Securities, INC.Broker

October 2025 - Present · 4 mos

Bok Financial Private Wealth, INC.

October 2025 - Present · 4 mos

Previous Registrations

Huntington Financial Advisors

November 2024 - October 2025 · 11 mos

The Huntington Investment CompanyBroker

November 2024 - October 2025 · 11 mos

Umb Financial Services, INC.

February 2024 - November 2024 · 9 mos

Umb Financial Services, INC.Broker

February 2024 - November 2024 · 9 mos

Bok Financial Private Wealth, INC.

June 2019 - August 2019 · 2 mos

Cobiz Wealth

March 2016 - August 2019 · 3 yrs 5 mos

Citigroup Global Markets INC.Broker

May 2004 - July 2008 · 4 yrs 2 mos

A. G. Edwards & Sons, INC.Broker

February 2003 - April 2004 · 1 yr 2 mos

Jackson National Life Distributors, INC.Broker

January 2003 - March 2003 · 2 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

April 1998 - August 2002 · 4 yrs 4 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.