Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2025

About Samuel

Samuel Kim has over 10 years of experience in the finance industry, and is currently a Wealth Advisor at J.P. Morgan Wealth Management.

His primary responsibilities include active fixed income portfolio management, developing customized asset allocation strategies, and performing due diligence on equity manager selection. In addition, he leads The Fournier Group's lending solutions, including residential mortgages and home equity lines.

Prior to his time at J.P. Morgan, he worked at Wells Fargo as an Investment Consultant.

Samuel holds a Bachelor of Science in Math/Economics from UCLA. He also holds Series 7 and 66 securities licenses, and is a Chartered Financial Analyst® charterholder. The CFA designation is one of the most highly regarded certifications in the investment industry, especially in the areas of research and portfolio management

When not working, Samuel is an active participant with his church, serving on the Finance Committee. In addition, he enjoys playing golf, hiking and traveling with his wife.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Insights

Markets

A half-year roundup: 50 events shaping 2025 so far

July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.Read Now
Family Legacy

Protect your passion: Make the most of your car collection

July 3, 2025You’ve devoted a lot of time and energy to collecting cars – but have you done enough to safeguard your wealth and privacy?Read Now
Markets

5 things working in markets today

June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.