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
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