John Juhan Kim

Employer firm

Giving Tree Wealth Advisors CRD 312361

$138M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 09/2014 → 09/2020
  Lpl Financial Llc
  San Ramon, CA
• 03/2021 → Present
  Giving Tree Wealth Advisors
  San Ramon, CA
• 01/2001 → Present
  Kim Financial Advisors, Inc.
  San Ramon, CA
• 01/2000 → Present
  John J. Kim, Sole Proprietor
  San Ramon, CA

Previous Registrations

• 2001-04-03 → 2023-04-19
  Kim Financial Advisors, Inc.
  San Ramon, CA

Other Businesses

(1) 09/12/2014 - JOHN J. Kim, Sole Proprietor - Landlord - TIME SPENT 1% - SAN RAMON, CA (2) 01/2001: KIM FINANCIAL ADVISORS, INC. - Owner - SAN RAMON, CA 94583

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-05-19
• S63 Uniform Securities Agent State Law Examination
  1993-10-04