![Owen Kim, financial advisor Orange CA](/img/ws/profile-blank-sq.png)
Owen Kim (CRD# 7736443) is an Investment Advisor Representative working at Prudential Financial Planning Services in Orange, CA and has 1 year of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
![Richard Jensen, financial advisor Orange CA](/img/ws/profile-blank-sq.png)
CRD# 2361078
Baker Jensen Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
The Prudential Insurance Company Of America | Orange, CA | Oct 2023 - Current | < 1 |
Pruco Securities LLC | Orange, CA | May 2023 - Current | 1 |
Oishi Shabu Shabu | Irvine, CA | Aug 2021 - Current | 2 |
Chomp Rockin' Sushi | Fullerton, CA | Feb 2021 - Aug 2021 | < 1 |
Cypress College | Cypress, CA | Aug 2020 - May 2021 | < 1 |
Bwon Bbq And Shabu | Fullerton, CA | Sep 2020 - Feb 2021 | < 1 |
University Of California, Davis | Irvine, CA | Jul 2019 - Jun 2020 | < 1 |
Aburi Sushi | Buena Park, CA | Sep 2018 - May 2019 | < 1 |
Sunny Hills High School | Fullerton, CA | Aug 2015 - May 2019 | 3 |
Unemployed | Fullerton, CA | May 2013 - Aug 2015 | 2 |
Parks Jr High School | Fullerton, CA | Aug 2013 - Jun 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2023 |
- CA
-
Total Assets Under Management16,379MILLIONS
-
Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, VT, WA, WI, WV, WY
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