JK
JK

James Kim

13 Years of Experience
Broker

James Kim is a registered investment advisor at Insight Securities, INC., based in Highland Park, IL, with 13 years of industry experience. Their firm serves 48 clients with $94M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22 advisors
IM Fee
Planning only
Assets Under Management
$94.2M
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Location

600 Central Ave, Suite 293, Highland Park, IL, 60035

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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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Other Business Activities

James works as the Chief Compliance Officer for Precise Investment Management, an SEC registered RIA, since November 2023. He is responsible for the firm's compliance program and dedicates minimal time to this role.

Employment History
Current Registrations
Insight Securities, INC.
July 2020 - Present · 5 yrs 9 mos
Insight Securities, INC.Broker
November 2013 - Present · 12 yrs 5 mos
Previous Registrations
New England SecuritiesBroker
May 2012 - April 2013 · 11 mos
State Registrations52 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.