Kevin K Chung

Current Employers

Generative Family Office Llc

1640 School Street 103A, Moraga, CA 94556 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-05-09

CA RA
APPROVED

Since 2024-05-09

Branch Locations

1640 School Street Suite 103F, Moraga, CA 94556 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Jpmorgan Private Wealth Advisors Llc	San Francisco	CA	07/2023	04/2024
Generative Family Office Llc	San Francisco	CA	05/2024	Present
First Republic Investment Management, Inc.	San Francisco	CA	04/2015	07/2023

07/2023 → 04/2024

Jpmorgan Private Wealth Advisors Llc

San Francisco, CA
05/2024 → Present

Generative Family Office Llc

San Francisco, CA
04/2015 → 07/2023

First Republic Investment Management, Inc.

San Francisco, CA

Previous Registrations

2016-05-24 → 2024-05-02

J.P. Morgan Private Wealth Advisors Llc

San Francisco, CA

San Francisco, CA
2008-01-04 → 2015-03-27

Jackson Financial Management

Costa Mesa, CA

Other Businesses

Kevin K. Chung investment-related private address in Moraga, CA insurance sales Licensed Insurance Agent 11/9/2009 0 hours per month 0 hours during trading licensed, but not actively selling insurance

Current Employers

Generative Family Office Llc

Disclosures

Employment History

Previous Registrations

Other Businesses

Designations

Other Names

Other Firms

Other Investors

Other Offices

Reviews