Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Byron? Claim Your ProfileByron Ishiwata is a financial advisor with Avantax Advisory Services and has been in the financial services industry since 2003. Byron specializes in helping individuals, businesses, and retirement plans. Byron also holds the Series 66, Series 7, and SIE exams. Byron is registered to provide investment advice in Arizona, California, Connecticut, Hawaii, Maryland, Ohio, Oregon, and Virginia. In addition to working at Avantax Advisory Services, Byron is also a partner in Johanson & Yau, a CPA firm, and JY WealthCare, LLC, a business management services firm. Byron is also a Head Minister at Konko Church of San Jose and an Assistant Chief Administrative Minister at Konko Church of North America. Byron has a wide range of experience and expertise, and is committed to providing his clients with the highest level of service.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
CA
10/25/2019 - Present
Avantax Advisory Services (CAMPBELL CA)
CA
02/06/2003 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (SAN JOSE CA)
BOTH
Issued 03/01/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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