Jason Sim is a registered investment advisor at Kensington Asset Management, LLC, based in Austin, TX, with 3 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients with $1.9B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
IM Fee
Planning only
Assets Under Management
$1.9B
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Location
901 S. Mopac Expy, Suite 225, Austin, TX, 78746
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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.
Learn about disclosures →Employment History
Current Registrations
Kensington Asset Management, LLC
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Kensington Asset Management, LLC
June 2022 - December 2023 · 1 yr 6 mos
State Registrations1 state
TX
Advisor
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.