William H Kim

Employer firm

Edelman Financial Engines CRD 104510

$326B regulatory AUM 322,130 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

• 06/2019 → 02/2024
  J.P. Morgan Securities, Llc
  Ellicott City, MD
• 02/2018 → 06/2019
  M&T Bank Na
  Ellicott City, MD
• 06/2017 → 02/2018
  Suntrust Bank N A
  Ellicott City, MD
• 06/2016 → 04/2017
  Bank Of America N A
  Ellicott City, MD
• 06/2019 → 02/2024
  Jp Morgan Chase Bank Na
  Ellicott City, MD
• 05/2017 → 05/2017
  Unemployed
  Elkridge, MD
• 02/2024 → 05/2024
  Unemployed
  Elkridge, MD
• 05/2024 → 04/2025
  T. Rowe Price Investment Services, Inc.
  Owings Mills, MD
• 04/2025 → 08/2025
  Truist Investment Services, Inc
  Laurel, MD
• 04/2025 → 08/2025
  Truist Advisory Services, Inc
  Laurel, MD
• 11/2025 → 07/2026
  Valic Financial Advisors, Inc.
  Linthicum Heights, MD
• 08/2025 → 10/2025
  Unemployed
  Elkridge, MD
• 07/2026 → Present
  Edelman Financial Engines
  Santa Clara, CA

Previous Registrations

• 2025-11-10 → 2026-07-30
  Valic Financial Advisors, Inc.
  Linthicum Heights, MD
• 2025-04-16 → 2025-09-04
  Truist Advisory Services, Inc.
  Annapolis, MD
  Laurel, MD
• 2024-06-17 → 2025-04-16
  T. Rowe Price Advisory Services, Inc.
  Owings Mills, MD

Exams

• S66 Uniform Combined State Law Examination
  2024-01-04
• S63 Uniform Securities Agent State Law Examination
  2019-08-29

Other Names

• Hyuk Kim
• William Kim
• William H Kim
• William Hyuk Kim