Jeff J. Kim

CFP

Gerber Kawasaki Wealth & Investment Management

17 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningInsurance Planning

Gerber Kawasaki Wealth & Investment Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

33 advisors

Number of Clients

11,030 clients

Average Client Portfolio

$289K average

Assets Under Management

$3.2B

Fee Structure

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $250K	1.50%
$250K+	1.00%

Fees are negotiable. Account values of family members may be combined to determine the applicable advisory fee.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

2437 Main Street, Santa Monica, CA, 90405

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Employment Separation After Allegations

January 2014

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Jeff is a licensed insurance agent.

Employment History

Current Registrations

Gerber Kawasaki Wealth & Investment Management

August 2023 - Present · 2 yrs 6 mos

Previous Registrations

Sagepoint Financial, INC.

November 2017 - September 2023 · 5 yrs 10 mos

Sagepoint Financial, INC.Broker

October 2017 - September 2023 · 5 yrs 11 mos

B.B. Graham & Company, INC.

February 2014 - November 2017 · 3 yrs 9 mos

B.B. Graham & Company, INC.Broker

February 2014 - November 2017 · 3 yrs 9 mos

Sii Investments, INC.

May 2013 - January 2014 · 8 mos

Sii Investments, INC.Broker

May 2013 - January 2014 · 8 mos

MML Investors Services, LLC

November 2009 - May 2013 · 3 yrs 6 mos

MML Investors Services, LLCBroker

May 2008 - May 2013 · 5 yrs

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.