Jenny Yun Sook Kim

Employer firm

Chevy Chase Trust Company CRD 110742

$44.9B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2025 → Present
  Chevy Chase Trust Company
  Bethesda, MD
• 09/2011 → 05/2025
  Cst Group Cpa's
  Reston, VA

Other Businesses

Investment-related and non-investment-related real estate - passive involvement in all, with zero hours devoted during the month and during trading hours. 1. Partner/Investor: Kingsway Center, LLC - P.O. Box 6153, McLean, 22106. Start date 06/01/2009 (25% ownership) 2. Partner/Investor: Cedar Creek Station, LLC - P.O. Box 6153, McLean, 22106. Start date 12/24/2024 (25% ownership) 3. Parter/Investor: Penn Forest Center, LLC - P.O. Box 8603, Reston, VA 20195. Start date 05/13/2024 (10% ownership) 4. Non-investment related - Residential Landlord of two personal rental properties - 50% ownership of one with husband and 100% of the other. Start dates for rentals - 09.17.2018 and 10.19.2018.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-24

Other Names

• Jenny Y Kim