JK
JK
Jaekwan Kim
17 Years of Experience
West Conshohocken, PA
4 DisclosuresBroker
Jaekwan Kim is a registered investment advisor at Morgan Stanley, based in West Conshohocken, PA, with 17 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
100 Front Street, Suite 600, West Conshohocken, PA, 19428
Get directionsHistory
Regulatory History (4)
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Financial
April 2018Final
Financial
February 2018Final
Financial
February 2018Final
Financial
December 2017Final
Other Business Activities
Jaekwan is an advisory board member for the Advisory Council for Equity, advising the Chief Diversity and Equity Officer. This takes minimal time outside of business hours.
Employment History
Current Registrations
Morgan Stanley
November 2013 - Present · 12 yrs 8 mos
Morgan StanleyBroker
October 2013 - Present · 12 yrs 9 mos
Previous Registrations
Eplanning Securities, INC.Broker
February 2007 - December 2008 · 1 yr 10 mos
Usallianz Securities, INC.Broker
August 2005 - November 2005 · 3 mos
Wachovia Securities, LLCBroker
October 2001 - September 2003 · 1 yr 11 mos
Pbhg Fund DistributorsBroker
January 2001 - August 2001 · 7 mos
Uam Fund Distributors, INC.Broker
July 2000 - January 2001 · 6 mos
State Registrations33 states
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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.