Jongsik (Jon) Kim
Investment Advisor Representative / Agency Managing Director, FSCP®, FSS, LUTCF®, CLTC®, Special Care Planner
Jongsik (Jon) Kim, a 38 year of insurance and financial services veteran, is an Investment Advisor Representative with Fraser Financial Group, a MassMutual Firm.
Jon received Financial Services Certified Professional, Life Underwriter Training Council Fellowship, Financial Services Specialist, and Certified in Long Term Care and Special Care Planner Designations to specialize in insurance and financial planning services including Estate Planning, Business Succession Planning and Qualified Pension Planning for professionals and high net worth business owners. He also specializes in advising families who have children with Special Care Needs.
Jon joined Fraser Financial Group in 2005 as Agency Managing Director and he and his management team manage over 100 financial professionals in Southern CA.
Jon has strong ties to the Korean community. Jon uses his extensive experience and network of relationships with Korean American CPA, Dental, Medical and Pharmacist Association with the financial products and services that MassMutual offer.
Jon has always played an active role in the community. Jon was Executive Vice President of Korean American Insurance & Financial Professional Association. He served as a director of the National Association of Insurance and Financial Advisors L.A. Chapter, Korean American Chamber of Commerce of Los Angeles. and a President of UCLA Korean Alumni Association. Jon has also played an active role as a Rotary Club Member in the Korean community.
Jon’s Korea town office is located at 3700 Wilshire Blvd., Suite 1009 Los Angeles, CA 90010. You can reach Jon Kim at 213-252-6222, or 213-792-9100, via email at jonkim@financialguide.com