Jason Rim

Jason Rim has worked in a variety of roles in the financial services industry. In 2016, they began as a Junior Account Executive at Windsor Street Capital, L.P. Jason then moved to Joseph Stone Capital, LLC in 2018, where they worked as a Registered Representative. In 2020, they were an Investment Advisor at Joseph Stone Wealth Management, followed by a similar role at TFS Wealth Management in 2021. In 2022, they became an SMB Account Executive at CommentSold and is currently the Director of Client Services at Craftable, a position they have held since 2023.

Jason Rim has studied Business Administration and Management, General at Brooklyn College. Jason has obtained four certifications: the Series 65 - Uniform Investment Adviser Law Examination from the North American Securities Administrators Association in November 2019, the SIE - Securities Industry Essentials Examination from FINRA in October 2018, the Series 63 - Uniform Securities Agent State Law Examination from FINRA in July 2016, and the Series 7 - General Securities Representative Examination from FINRA in June 2016.