Jae I Kim
Investment Adviser Representative at Kestra Advisory Services, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jae I. Kim is an investment adviser representative with Kestra Advisory Services, LLC in Austin, TX, where they have been registered since 2026. They have worked in the securities industry since 2025 and were previously registered with Florida Financial Advisors, LLC. They have passed 2 industry qualification exams, including the Series 65 (investment adviser). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 93
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Texas Financial AdvisorsJan 2025 – Dec 2025Austin, TX
- UTea Pho LLCSep 2022 – no end date reportedAustin, TX
- Mooyoung A&ESep 2023 – Dec 2023Gangnam
- FidelityJul 2022 – Aug 2022Westlake, TX
- Great Harvest Bread Co.May 2021 – Jan 2022Southlake, TX
- LG ElectronicsMay 2018 – Aug 2018Fort Worth, TX
- Keller High SchoolAug 2016 – May 2020Keller, TX
- University of Texas at AustinAug 2020 – May 2024Austin, TX
- Kestra Investment Services, LLCDec 2025 – no end date reportedAustin, TX
- Kestra Advisory Services, LLCDec 2025 – no end date reportedAustin, TX
Official records & sources
Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Kestra Advisory Services, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.025
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 1,427
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Austin, TX
- SEC file number:
- 801-56126
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 22, 2026
View full firm profileOther advisors at Kestra Advisory Services, LLC
Showing 12 of 1,427 in the directory
Similar advisors in Austin, TX
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jae I Kim has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched