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CK

Chris S. Kim

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CRD#: 2138955
CK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Chris Sejoo Kim, who also goes by Chris Kim, Chris Sejoo Sejoo Kim, Se Joo Kim, Sejoo Kim, was a registered financial professional .

Chris is a previously registered financial professional and started their career in finance in 1991. Chris had worked at 10 firms and has passed the Series 63, Series 7, Series 10, Series 9 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Chris Kim | Chris Sejoo Sejoo Kim | Se Joo Kim | Sejoo Kim

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 3, 2011 - June 1, 2025

KADENCE ADVISORS, LLC.

RIA
CRD#: 149512
LOS ANGELES, CA
Past

September 18, 2007 - December 31, 2010

EXCELLENCE ASSET MANAGEMENT INC

RIA
CRD#: 140441
LOS ANGELES, CA
Past

February 2, 2006 - March 7, 2007

CROWELL, WEEDON & CO.

RIA
CRD#: 193
LOS ANGELES, CA
Past

February 2, 2006 - March 7, 2007

CROWELL, WEEDON & CO.

BD
CRD#: 193
LOS ANGELES, CA
Past

April 21, 2005 - February 9, 2006

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
LOS ANGELES, CA
Past

April 1, 2005 - February 9, 2006

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

August 9, 2002 - April 6, 2005

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
ARCADIA, CA
Past

July 26, 2002 - April 6, 2005

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

May 10, 2001 - June 27, 2002

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
LOS ANGELES,, CA
Past

December 19, 2000 - June 27, 2002

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

December 7, 1998 - January 13, 2001

HANMI SECURITIES, INC.

BD
CRD#: 25518
LOS ANGELES, CA
Past

October 17, 1997 - November 23, 1998

KUKJE INVESTMENT & SECURITIES, INC.

BD
CRD#: 31075
LOS ANGELES, CA
Past

July 10, 1995 - June 30, 1997

DAEHAN SECURITIES, INC.

BD
CRD#: 25447
LOS ANGELES, CA
Past

April 13, 1993 - July 21, 1994

DAEHAN SECURITIES, INC.

BD
CRD#: 25447
LOS ANGELES, CA
Past

August 22, 1991 - April 12, 1993

TRIGEM AMERSTOCK CORPORATION

BD
CRD#: 10915
Past

April 29, 1991 - July 18, 1991

DAEHAN SECURITIES, INC.

BD
CRD#: 25447
LOS ANGELES, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 4/29/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


KA
KADENCE ADVISORS, LLC.
KADENCE ADVISORS, LLC. | KIM & JUNG WEALTH MANAGEMENT, LLC

CRD#: 149512 / SEC#:

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Contact information


Main Address
3250 Wilshire Blvd Ste 1700, Los Angeles, CA 90010-1607
Mailing Address
Phone number
(213) 434-7787
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts27
AUM (Assets Under Management)$ 1,210,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


KADENCE ADVISORS, LLC.

CRD#: 149512

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