John Yo Han Kim

Employer firm

Corient CRD 319448

$165B regulatory AUM 506 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 09/2015 → 09/2016
  Asset Dedication
  San Francisco, CA
• 09/2016 → 05/2023
  Asset Dedication
  San Francisco, CA
• 05/2023 → 11/2024
  Ensemble Capital Management, Llc
  San Francisco, CA
• 11/2024 → Present
  Corient
  San Francisco, CA
• 11/2024 → Present
  Corient Services Llc
  Miami, FL

Previous Registrations

• 2023-06-07 → 2024-11-13
  Ensemble Capital Management, Llc
  San Francisco, CA
• 2022-05-05 → 2023-05-09
  Asset Dedication, Llc
  San Francisco, CA
• 2015-11-03 → 2021-12-31
  Asset Dedication, Llc
  San Francisco, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-11-03

Designations

• Chartered Financial Analyst

Other Names

• John Yohan Kim