John Christopher Kim

Employer firm

World Investment Advisors, LLC CRD 208512

$71.6B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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 → 08/2021
  Lincoln Financial Advisors
  San Ramon, CA
• 08/2021 → 10/2025
  Pensionmark Securities, Llc
  Santa Barbara, CA
• 08/2021 → Present
  World Investment Advisors, Llc
  Santa Barbara, CA
• 10/2025 → Present
  World Investments, Llc
  San Ramon, CA

Previous Registrations

• 2004-08-03 → 2021-08-25
  Osaic Fa, Inc.
  San Ramon, CA
  San Ramon, CA
  San Ramon, CA
  San Ramon, CA
  San Ramon, CA

Other Businesses

1) SOURJOHN-KIM RETIREMENT SOLUTIONS, LLC. ;12647 Alcosta Blvd.,Suite 440 San Ramon, CA, USA, 94583; CATEGORY: LEGAL ENTITY USED TO MARKET PRACTICE AND TO PAY BUSINESS EXPENSES AND SALARIES; INVESTMENT-RELATED: YES; TITLE: MANAGING PRINCIPAL/CO-OWNER; AS CO-OWNER AND PARTNER, I CO-MANAGE THE ORGANIZATION AND HANDLE THE ADMINISTRATION OF ALL ASPECTS OF PRACTICE OPERATIONS; START DATE: 12/2017; HOURS PER MONTH: 15 HOURS PER MONTH DURING TRADING HOURS: 15 2) Sourjohn-Kim Insurance Solutions, LLC; Non- Investment Related; 12647 Alcosta Blvd., Suite 440 San Ramon, CA, USA, 94583; Fixed insurance brokerage for life, health, disability, long-term care, and group benefits; Managing Member/Agent; 3/7/2022; 10 hours per month; 5 hours during trading hours; General agent for agency - manage agency and staff in brokering sales of fixed insurance products. Identify best-fit solutions to implement financial plans for families and group benefits for employers.

Exams

• S66 Uniform Combined State Law Examination
  2004-06-21

Other Names

• John Christopher Kim
• John C Kim