Kevin K Chung

Employer firm

Generative Family Office LLC CRD 327848

10 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WEALTH COORDINATION SERVICES; LIFE PLANNING AND COACHING

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

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

Current Employers

Employment History

• 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

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Kevin Kwong-Ming Chung
• Kevin Chung