Adviser and broker representative · Westpark Wealth Advisors, Inc.
James J. Kim
CRD 5995274 · Houston, TX
At a glance
James J. Kim is an investment adviser representative with Westpark Wealth Advisors, Inc. in Houston, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on James’s SEC record dates to 2012, about 14 years ago. James is also registered as a broker representative. Designations on file: Certified Financial Planner, Personal Financial Specialist.
Current advisory firm
- Westpark Wealth Advisors, Inc.Since April 2012Houston, TX · $254M in regulatory assets
SEC adviser record
- Registered since
- 2012 (14 years)
- Designations
- Certified Financial Planner, Personal Financial Specialist
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
James’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.