Jeff Kim
Jeff Kim is a CFP-designated registered investment advisor at Gerber Kawasaki Wealth & Investment Management, based in Santa Monica, CA, with 18 years of industry experience. Jeff operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 6 more. Their firm serves 9,624 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K+ | 1.00% |
Fees are subject to negotiation. Family household accounts may be combined to reach breakpoints.
Fee Estimator
Location
2437 Main Street, Santa Monica, CA, 90405
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2014Other Business ActivitiesSells Insurance
Jeff is a licensed insurance agent.
Employment History
Current Registrations
Gerber Kawasaki Wealth & Investment Management
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
B.B. Graham & Company, INC.
B.B. Graham & Company, INC.Broker
Sii Investments, INC.
Sii Investments, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations1 state
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
More Advisors
- Nicholas Licouris, CFPGerber Kawasaki Wealth & Investment Management
- Zachary Bainter, CFPGerber Kawasaki Wealth & Investment Management
- Francine Lai, CFPGerber Kawasaki Wealth & Investment Management
- Robert Castillo, CFPGerber Kawasaki Wealth & Investment Management
- Ryan Gomez, CFPGerber Kawasaki Wealth & Investment Management
- Elijah Souza, CFPGerber Kawasaki Wealth & Investment Management