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Jennifer Won Jin Kang

Jennifer W. Kang

JWK FINANCIAL
Standfordville, NY
Some features on this profile are disabled
CRD#: 5032965
Jennifer Won Jin Kang

Professional summary

Jennifer Won Jin Kang, CFP®, who also goes by Jennifer W Kang, Jennifer Won Kang, Jennifer Won Jin Kang, Jennifer Wonjin Kang, Jennifer Kang, is a registered financial advisor currently at JWK FINANCIAL located in Standfordville, New York.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jennifer has worked at 5 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Biography

Jennifer W. Kang, CFP® brings more than 15 years of experience in Wealth Management at Merrill Lynch and HSBC. She has practiced in Honolulu, Los Angeles and New York City. Her desire is to deliver financial literacy and raise the bar on financial advice by lowering fees and having no asset minimums. Jennifer's passion for the financial services industry was born when she was introduced to the Certified Financial Planning program in college. She was drawn to the idea of helping people, ideally in a profession that didn’t involve the sight of blood. This led her to embark on a journey with Merrill Lynch and over the span of 15 years, she worked her way up to the Financial Planner she is today.
top-8-questions

Question & Answer

What are your service offerings?
Retirement Planning
Tax Planning
Budgeting
Employee and Employer Plan Ben...
Life Transitions
Comprehensive Financial Planni...
Estate Planning
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
Fixed Fee (Subscription, Retai...
Millennials
Tax Planning
Women's Financial Planning Iss...
Are you a "fiduciary"?
Yes

Aliases

Jennifer W Kang | Jennifer Won Kang | Jennifer Won Jin Kang | Jennifer Wonjin Kang | Jennifer Kang

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.
JWK FINANCIAL LLC / INVESTMENT RELATED / STANFORDVILLE NY/ REGISTERED INVESTMENT ADVISOR / OWNER / JAN 2022 / 150 HOURS PER MONTH / 100% DURING TRADING HOURS Jennifer Kang also serves as a financial planner for Origin Financial, a registered investment adviser (CRD 305353). JWK and Origin Financial are unaffiliated and JWK neither controls or is controlled by Origin Financial. In Ms. Kang's role, she provides financial planning services to Clients on the Origin Financial platform. This activity does not involve a substantial amount of time that would affect JWK Clients. Referrals are not exchanged between Origin Financial and JWK.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Won Jin Kang's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2016

Experience

Current

June 6, 2022 - Present

JWK FINANCIAL

RIA
CRD#: 318355
Standfordville, NY
Past

January 28, 2022 - November 7, 2023

ORIGIN INVESTMENT ADVISORY LLC

RIA
CRD#: 305353
STANFORDVILLE, NY
Past

February 28, 2020 - January 20, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
NEW YORK, NY
Past

February 28, 2020 - January 20, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

February 1, 2018 - January 29, 2020

HSBC SECURITIES (USA) INC.

RIA
CRD#: 19585
NEW YORK, NY
Past

February 1, 2018 - January 29, 2020

HSBC SECURITIES (USA) INC.

BD
CRD#: 19585
NEW YORK, NY
Past

August 24, 2015 - January 3, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
NEW YORK, NY
Past

August 21, 2015 - January 3, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

August 11, 2014 - April 23, 2015

MORGAN STANLEY

RIA
CRD#: 149777
HONOLULU, HI
Past

August 11, 2014 - April 23, 2015

MORGAN STANLEY

BD
CRD#: 149777
HONOLULU, HI
Past

June 29, 2010 - August 12, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
HONOLULU, HI
Past

May 19, 2010 - August 12, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
HONOLULU, HI

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New York
(6/6/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/28/2010
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/7/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/17/2010
General Securities Representative Examination

Current Firm

JWK FINANCIAL
JWK FINANCIAL
JWK FINANCIAL | JWK FINANCIAL LLC

CRD#: 318355 / SEC#:

New York
Registered Investment Advisory firm - (6/3/2022 Approved)
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Contact information

Main Address
Long Island City, NY
Mailing Address
Phone number
(808) 389-0001
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts39
AUM (Assets Under Management)$ 10,000,000

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

JWK FINANCIAL

JWK FINANCIAL

CRD#: 318355Standfordville, NY

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