Robert Kim is a Client Associate at J.P. Morgan Wealth Management.
As a member of The CR | BI Group, he provides operational and administrative support for high-networth clients and private business owners. Robert's responsibilities include onboarding procedures, executing trades, monitoring transactions and ad hoc requests. He works diligently to deliver an excellent client experience.
Robert graduated from Virginia Tech with a B.A in History. With 20 years of experience in financial services, he began his career in 2001 at AXA Equitable as a financial advisor. Robert then moved to Lincoln Financial and AIG VALIC, where he sharpened his professional and investment skills. He joined J.P. Morgan and The CR | BI Group in 2023.
He holds FINRA Series 7 and 66 securities licenses. He is a Certified Investment Management Analyst® (CIMA®).
Robert lives in East Cobb with his daughter, Natilee and son, Nathan. He is a widower and outside of work, he enjoys spending time with his kids, and has a passion for skiing, golfing, scuba diving and traveling.
Investments & Wealth InstituteTM (The Institute) is the owner of the certification marks "CIMA," "Certified Investment Management Analyst," "CPWA," and "Certified Private Wealth Advisor." Use of CIMA, Certified Investment Management Analyst, CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals and/or wealth advisors.