JK
JK

Jae Kim

21 Years of Experience
Long Beach, CA
Broker

Jae Kim is a registered investment advisor at T. Rowe Price Associates, INC., based in Long Beach, CA, with 21 years of industry experience. Jae operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5,921 clients with $1900B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
227 advisors
IM Fee
Planning only
Assets Under Management
$1934.2B

Fee Structure

Minimum Investment:$50M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Long Beach, CA

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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.

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Employment History
Current Registrations
T. Rowe Price Associates, INC.
November 2019 - Present · 6 yrs 8 mos
T. Rowe Price Investment Services, INC.Broker
November 2019 - Present · 6 yrs 8 mos
T. Rowe Price Investment Services, INC.
November 2019 - Present · 6 yrs 8 mos
Previous Registrations
Neuberger Berman Bd LLCBroker
May 2011 - September 2019 · 8 yrs 4 mos
Neuberger Berman Bd LLC
May 2011 - September 2019 · 8 yrs 4 mos
Stancorp Investment Advisers, INC.
June 2010 - May 2011 · 11 mos
Stancorp Equities, INC.Broker
June 2010 - May 2011 · 11 mos
Princor Financial Services Corporation
May 2005 - June 2010 · 5 yrs 1 mo
Princor Financial Services CorporationBroker
June 2004 - June 2010 · 6 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.