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Jodie Y Kim

Goldman Sachs Wealth Services, L.P.

Newport Beach, CA

CRD 7444130

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Employer firm

Goldman Sachs Wealth Services, L.p. CRD 106693

$31.7B regulatory AUM 89,850 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Goldman Sachs Wealth Services, L.P.

100 Coliseum Drive, Cohoes, NY 12047 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-01-03
  • CA RA
    APPROVED
    Since 2022-01-03

Branch Locations

4000 Macarthur Blvd 10Th Floor, Newport Beach, CA 92660 • 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
The Wooden Floor Santa Ana CA 03/2021 05/2021
Goldman Sachs Ayco Personal Financial Management Irvine CA 09/2021 Present
Stephen Yim's Estate Planning Firm Honolulu HI 05/2020 08/2020
Han's Learning Center Honolulu HI 05/2018 01/2020
Island's Fine Burgers And Drinks Restaurant Honolulu HI 11/2017 01/2018
Champs Sports Honolulu HI 06/2016 06/2018
'IOlani School Honolulu HI 08/2010 05/2017
Unemployed Irvine CA 06/2021 08/2021
Chapman University Orange CA 08/2017 05/2021
  • 03/2021 → 05/2021
    The Wooden Floor
    Santa Ana, CA
  • 09/2021 → Present
    Goldman Sachs Ayco Personal Financial Management
    Irvine, CA
  • 05/2020 → 08/2020
    Stephen Yim's Estate Planning Firm
    Honolulu, HI
  • 05/2018 → 01/2020
    Han's Learning Center
    Honolulu, HI
  • 11/2017 → 01/2018
    Island's Fine Burgers And Drinks Restaurant
    Honolulu, HI
  • 06/2016 → 06/2018
    Champs Sports
    Honolulu, HI
  • 08/2010 → 05/2017
    'IOlani School
    Honolulu, HI
  • 06/2021 → 08/2021
    Unemployed
    Irvine, CA
  • 08/2017 → 05/2021
    Chapman University
    Orange, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-23
  • S66 Uniform Combined State Law Examination
    2021-12-23

View on SEC IAPD

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