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Jong Hyun Kim

Charles Schwab & Co., Inc.

San Mateo, CA

CRD 7435861

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Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-01-21
  • CA RA
    APPROVED
    Since 2022-01-21

Branch Locations

1300 South El Camino Real Suite 110, San Mateo, CA 94402-2964 • 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
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. San Mateo CA 08/2021 Present
Charles Schwab Bank, Ssb Sam Mateo CA 08/2021 Present
West Valley Community Services Cupertino CA 03/2020 08/2021
Ymca Of Silicon Valley Cupertino CA 08/2019 06/2020
Downtown College Prep San Jose CA 07/2018 06/2019
Berryessa Union School District San Jose CA 07/2016 07/2018
  • 08/2021 → Present
    Charles Schwab & Co., Inc.
    San Mateo, CA
  • 08/2021 → Present
    Charles Schwab Bank, Ssb
    Sam Mateo, CA
  • 03/2020 → 08/2021
    West Valley Community Services
    Cupertino, CA
  • 08/2019 → 06/2020
    Ymca Of Silicon Valley
    Cupertino, CA
  • 07/2018 → 06/2019
    Downtown College Prep
    San Jose, CA
  • 07/2016 → 07/2018
    Berryessa Union School District
    San Jose, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-21
  • S66 Uniform Combined State Law Examination
    2022-01-21
Other Names
  • John Kim

View on SEC IAPD

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NEWFRONT RETIREMENT SERVICES, INC. · SAN MATEO, CA
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