Samuel KimSamuel Kim, CFA®Wealth Advisor
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About Samuel
Samuel Kim is a Wealth Advisor at J.P. Morgan Wealth Management.
Sam brings over two decades of experience in wealth management, providing tailored investment and planning solutions to high-net-worth individuals and institutional clients. His experience spans holistic wealth planning, retirement strategy and asset allocation, with a focus on delivering disciplined, outcome-oriented portfolios.
Sam is a primary point of contact for retirement analysis and planning, along with portfolio analytics. He’s an important reference point for clients looking for real-time account updates, along with market and macro discussions.
Beyond client advisory, he oversees lending capabilities and helps lead the team’s business development strategy and implementation committed to driving growth through thoughtful strategy, strong client relationships and consistent execution.
Sam earned a B.S. in Math and Economics from UCLA. He holds FINRA Series 7 and 66 securities licenses, and also holds the Chartered Financial Analyst® designation. The CFA® designation is a globally recognized credential focused on investment management, ethics, and financial analysis.
When not working, Sam loves spending time with his wife, Nancy, and their fraternal twin daughters. In addition, he enjoys playing golf, skiing and rooting for the Seahawks.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Insights
Why are stocks at record highs with no Iran resolution?
April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now
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April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
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The defensive playbook isn’t your average inflation roadmap
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Why cash flow forecasting and succession planning matter
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April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now3 ways to stay active while in retirement
April 21, 2026Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowWhat is the wash sale rule?
April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read NowEmerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read NowThe art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowA balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read NowWhen disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowThe defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read NowWhy cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now