Jennifer Kim MS, CFP®, CMFC, ChFC, CLU

Jennifer Kim is a senior partner with Signature Estate & Investment Advisors, LLC. Jennifer received her bachelor of arts degree in economics from the University of California—Los Angeles (UCLA) in 1992. She has been in the securities and insurance business since 1993, and she specializes in investment and wealth management for affluent individuals and corporations. Jennifer is a certified financial planner (CFP) professional. She completed the chartered financial consultant (ChFC) and chartered life underwriter (CLU) certifications through The American College. Jennifer also completed the chartered mutual fund counselor (CMFC) education program and completed her master’s degree in professional financial planning through the College for Financial Planning in 2013. She lives in the Hancock Park area of Los Angeles with her husband and four children.

At a Glance

  • 2121 Avenue of the Stars, Suite 1600
    Los Angeles, CA 90067

  • Minimum Net Worth Requirement

    $500,000 (investment services); $5 million (Private Client Group)

  • Financial Services Experience

    23 years

  • Compensation Method

    Asset-based, fixed and hourly fees

  • Primary Custodian for Investor Assets

    Charles Schwab & Co. and Fidelity Investments

  • Assets Under Management $5.4 billion (as of 6/30/16)
  • Minimum Fee for Service None
  • Largest Client Net Worth Confidential
  • Professional Services Provided
    • Investment advisory and money-management services
    • private client wealth management
    • corporate retirement planning
    • estate planning
    • insurance planning and philanthropic planning

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