Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Konno is a financial advisor with Mutual of Omaha Investor Services, Inc. with over 10 years of experience in the financial services industry. Jason is registered with the state of Hawaii as an investment advisor representative and a broker-dealer. Jason is also registered as a broker-dealer in Colorado and Oregon. Jason is qualified to provide financial advice to individuals, including high-net-worth individuals, and businesses. Jason has experience working with clients seeking retirement planning, estate planning, and investment management. In addition, Jason is an insurance agent for both life/health and property/casualty insurance.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Promoter fees and third party money manager fees
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2
HI
08/24/2017 - Present
Mutual OF Omaha Investor Services, Inc. (Honolulu HI)
HI
03/31/2015 - 08/23/2016
PRUCO SECURITIES, LLC. (HONOLULU HI)
HI
06/18/2012 - 03/24/2015
NYLIFE SECURITIES LLC (HONOLULU HI)
IA
Issued 08/24/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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