Jun Bo Shim is an investment adviser representative (IAR) with state registration records since 2020, appearing at 3 firms. Currently registered with MODERA WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MODERA WEALTH MANAGEMENT, LLC | 2024-02-14 | present | Yes |
| CFO4LIFE GROUP, LLC | 2021-10-28 | 2023-08-28 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2020-12-02 | 2021-09-10 | — |