Sam Kang (CRD# 5818059) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in Los Angeles, CA and has over 13 years of experience in the finance industry.
CRD# 6139451
Lincoln Financial Advisors Corporation
CRD# 6164184
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2170883
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.p. Morgan Securities LLC | Los Angeles, CA | Sep 2023 - Current | < 1 |
| First Republic Investment Management, Inc. | Los Angeles, CA | Jan 2012 - Current | 12 |
| First Republic Securities Company | Los Angeles, CA | May 2011 - Current | 13 |
| First Republic Bank | Los Angeles, CA | Apr 2011 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2010 |
- CA
-
Total Assets Under Management86,271MILLIONS
-
Total Number of Accounts56,585ACCOUNTS
-
Average Account Value$1,524,619
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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