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KC

Kevin K. Chung

GENERATIVE FAMILY OFFICE
Moraga, CA 94556
Some features on this profile are disabled
CRD#: 5472638
KC

Professional summary

Kevin K Chung, CFP®, CIMA®, who also goes by Kevin Kwong-ming Chung, Kevin Chung, is a registered financial advisor currently at GENERATIVE FAMILY OFFICE LLC located in Moraga, California.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Kevin has worked at 3 firms and has passed the SIE exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kevin Kwong-Ming Chung | Kevin Chung

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) - RIA

Click below to view Kevin K Chung'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: 2007

CIMA®

Certified Investment Management Analyst

Experience

Current

May 9, 2024 - Present

GENERATIVE FAMILY OFFICE LLC

Office #1: 1640 School Street Suite 103f, Moraga, CA 94556
RIA
CRD#: 327848
Moraga, CA
Past

May 24, 2016 - May 2, 2024

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

RIA
CRD#: 108559
San Francisco, CA
Past

January 4, 2008 - March 27, 2015

JACKSON FINANCIAL MANAGEMENT

RIA
CRD#: 108029
COSTA MESA, CA

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
California
(5/9/2024)

Exams

General Industry/Product Exam
RR
SIE
Date: 11/3/2023
Securities Industry Essentials Examination

Current Firm

GF
GENERATIVE FAMILY OFFICE LLC
GENERATIVE FAMILY OFFICE LLC

CRD#: 327848 / SEC#:

California
Registered Investment Advisory firm - (5/9/2024 Approved)
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Contact information

Main Address
1640 School Street 103a, Moraga, CA 94556
Mailing Address
548 Market Street #915676, San Francisco, CA 94104
Phone number
(415) 915-0848
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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

GENERATIVE FAMILY OFFICE LLC

CRD#: 327848Moraga, CA 94556

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