Jin Young Kim

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2004 → 04/2021
  Charles Schwab & Co., Inc
  Lone Tree, CO
• 01/2012 → 04/2021
  Schwab Private Client Investment Advisory, Inc
  Lone Tree, CO
• 04/2021 → Present
  Fidelity Investments
  Chandler, AZ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-05-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO
• 2012-01-03 → 2021-05-05
  Schwab Wealth Advisory, Inc.
  Englewood, CO
  Lone Tree, CO
• 2007-07-11 → 2011-12-31
  Charles Schwab & Co., Inc.
  Englewood, CO
  Englewood, CO
  Englewood, CO
  Englewood, CO
  Lone Tree, CO
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2007-07-06
• S63 Uniform Securities Agent State Law Examination
  2004-06-17

Designations

• Certified Financial Planner

Other Names

• Jin Young Kim
• Jin Kim