John Kim is a registered investment advisor, based in San Ramon, CA, with 21 years of industry experience.
Location
Mailing Address, P.O. Box 217, San Ramon, CA, 94583
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is the managing principal/co-owner of Sourjohn-Kim Retirement Solutions, LLC, spending about 10-20% of his time co-managing the organization and handling administration. He is also the managing member/agent of Sourjohn-Kim Insurance Solutions, LLC, brokering sales of fixed insurance products for a few hours per week.
Employment History
Current Registrations
World Investments, LLCBroker
World Investment Advisors, LLC
Previous Registrations
Pensionmark Securities, LLCBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations12 states
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