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

Real Estate

Your guide to buying a home

June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read Now
Markets

Is deal activity on the rise? 3 signs we see now

June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read Now
Wealth Planning

When is a custodial account a good choice?

June 18, 2025What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.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.