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JOHN JUHAN KIM
CRD#: 2399257
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Investment Adviser
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Previous Broker
GIVING TREE WEALTH ADVISORSCRD#: 312361 2603 CAMINO RAMON 200
SAN RAMON, CA 94583
Registration History
19952000200520102015202020252 FIRMS1993 - 1995 (1 year)IAGIVING TREE WEALTH ADVISORS (CRD# 312361)2021 - Present (3 years)BLPL FINANCIAL LLC (CRD# 6413)2014 - 2020 (6 years)BFINANCIAL TELESIS INC (CRD# 31012)2004 - 2014 (10 years)BNORTH COAST SECURITIES CORPORATION (CRD# 35982)2000 - 2004 (4 years)BTHE ADVISORS GROUP, INC. (CRD# 14035)1995 - 2000 (4 years)IAKIM FINANCIAL ADVISORS, INC. (CRD# 126745)2001 - 2023 (22 years)
License(s)

State Registrations

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California 3/12/2021

Current Registration(s)
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GIVING TREE WEALTH ADVISORS (CRD#:312361)
2603 CAMINO RAMON 200, SAN RAMON, CA 94583
Registered with this firm since 3/12/2021

Previous Registration(s)
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04/03/2001 - 04/19/2023 KIM FINANCIAL ADVISORS, INC. (CRD#:126745) SAN RAMON, CA
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09/12/2014 - 09/29/2020 LPL FINANCIAL LLC (CRD#:6413) SAN RAMON, CA
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03/18/2004 - 09/12/2014 FINANCIAL TELESIS INC (CRD#:31012) SAN RAMON, CA
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02/22/2000 - 03/18/2004 NORTH COAST SECURITIES CORPORATION (CRD#:35982) SAN FRANCISCO, CA
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07/17/1995 - 02/15/2000 THE ADVISORS GROUP, INC. (CRD#:14035) BETHESDA, MD
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10/01/1993 - 07/21/1995 LINCOLN FINANCIAL ADVISORS CORPORATION (CRD#:3978) FORT WAYNE, IN
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10/01/1993 - 07/21/1995 THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (CRD#:2580) FORT WAYNE, IN
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Broker
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Investment Adviser
Disclosures
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