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JS

Jason Sim

KENSINGTON ASSET MANAGEMENT
Austin, TX 78746
Some features on this profile are disabled
CRD#: 6389859
JS

Professional summary

Jason Sim, who also goes by Jason Young Sim, is a registered financial advisor currently at KENSINGTON ASSET MANAGEMENT, LLC located in Austin, Texas.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jason has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jason Young Sim

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 Jason Sim'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®
None

Experience

Current

January 17, 2024 - Present

KENSINGTON ASSET MANAGEMENT, LLC

Office #1: 901 S. Mopac Expy Suite 225, Austin, TX 78746
RIA
CRD#: 309780
Austin, TX
Past

June 30, 2022 - December 31, 2023

KENSINGTON ASSET MANAGEMENT, LLC

RIA
CRD#: 309780
AUSTIN, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KA
KENSINGTON ASSET MANAGEMENT, LLC
KENSINGTON ANALYTICS LLC | KENSINGTON MANAGEMENT, LLC | KENSINGTON ASSET MANAGEMENT, LLC

CRD#: 309780 / SEC#: 801-119080

RIA
Registered Investment Advisory firm - (8/14/2020 Approved)

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
Texas
(1/17/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/31/2020
Uniform Investment Adviser Law Examination

Current Firm

KA
KENSINGTON ASSET MANAGEMENT, LLC
KENSINGTON ANALYTICS LLC | KENSINGTON MANAGEMENT, LLC | KENSINGTON ASSET MANAGEMENT, LLC

CRD#: 309780 / SEC#: 801-119080

RIA
Registered Investment Advisory firm - (8/14/2020 Approved)
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Contact information

Main Address
901 S. Mopac Expy Suite 225, Austin, TX 78746
Mailing Address
Phone number
(877) 891-1222
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (2 States and Territories)

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Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts1
AUM (Assets Under Management)$ 1,898,190,013

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

KENSINGTON ASSET MANAGEMENT, LLC

CRD#: 309780Austin, TX 78746

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