advisors

Jennifer Kim M.S., CFP®, CMFC®, ChFC®, CLU, Senior Partner Signature Estate & Investment Advisors, LLC

Jennifer Kim, MS, CLU, CFP®, ChFC, CMFC is a senior partner with Signature Estate & Investment Advisors, LLC (SEIA). Mrs. Kim received her BA in economics from the University of California, Los Angeles (UCLA), in 1992. She also completed her master’s degree in professional financial planning through the College for Financial Planning. Mrs. Kim has been in the securities and insurance business since 1993. Currently, she is a registered representative of Signator Investors, Inc., Century City branch. She is also a licensed insurance agent of John Hancock Life Insurance Company (California Insurance License no. OB11807) and a licensed independent insurance broker with Signature Comprehensive Insurance Services, LLC (SCIS).

 

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

    26 years

  • Compensation Method

    Asset-based, fixed and hourly fees

  • Primary Custodian for Investor Assets

    Charles Schwab & Co. and Fidelity Investments

  • Assets Under Management $8.3 billion (as of 6/30/18)
  • Minimum Fee for Service None
  • Professional Services Provided

    Investment advisory and money-management services, private client wealth management, corporate retirement planning, estate planning, insurance planning and philanthropic planning

  • Education

    UCLA, Bachelor of Arts, economics

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