Jean Y Kim

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 12/2010 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA

Other Businesses

I*5878 For profit or not for profit: Name of outside business organization: Jean Y Kim Investment related: Address of business: Irvine, California 92606 Nature of business: Rental Property Position, title, association: , Start date of relationship: 1/2/2001 Number of hours devoted: 1 hour(s) Number of hours devoted during trading hours: 0 Duties:

Exams

• S66 Uniform Combined State Law Examination
  2011-06-03

Other Names

• Jean Young Kaitlyn Kim
• Jean Young Kim
• Jean Y Kim
• Jean K Wall
• Jean Kim Wall