Samuel KimSamuel Kim, CFA®Wealth Advisor
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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
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