Jim K.

Jim K. has a diverse work experience starting from 2015 to the present day. Jim began their career as a Financial Advisor at Bank of America Merrill Lynch. From there, they moved on to PGIM Investments as an Internal Wholesaler. In 2019, they joined Advisors Asset Management, Inc. as a Senior Internal Consultant. Subsequently, they worked at Axio Financial LLC in the role of Regional Distribution. Currently, they hold the position of AVP, Senior Relationship Manager - Southeast at iCapital.

Jim K. obtained a Bachelor's degree from Rutgers University–New Brunswick, studying from 2010 to 2014. In addition to their degree, they also possess several certifications including the CAIA Fundamentals of Alternative Investments Certificate obtained in January 2023, the Series 7-General Securities Representative obtained in October 2015, and the Series 66 certification for which the specific month and year of attainment is not provided.