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Jason Lloyd Wong

Shiraishi Financial Group Advisors

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About Jason Lloyd Wong

Jason Lloyd Wong is an investment advisor representative with Shiraishi Financial Group Advisors. Jason has been in the financial services industry since 1998 and is registered to provide investment advice in several states. Jason is a Registered Investment Advisor (RIA) in Hawaii, and is also licensed to provide insurance services. Jason has previously worked for United Planners' Financial Services of America A Limited Partner, Securities America, Inc., Brecek & Young Advisors, Inc., and LPL Financial Corporation. Jason has experience in providing financial planning and portfolio management services to individuals and families.

Firm Information

Jason Wong is currently registered with Shiraishi Financial Group Advisors. Shiraishi Financial Group Advisors is a financial advisor based in HONOLULU, HI. The firm provides portfolio management services to high-net-worth individuals and other individuals, as well as financial planning and selection of other advisors. The firm manages $117,832,162 in regulatory assets under management, with $114,999,999 of those assets being discretionary. The firm has 5 licensed agents, 5 investment advisor representatives, and 5 registered representatives.
Shiraishi Financial Group Advisors

1357 KAPIOLANI BLVD

HONOLULU, HI 96814

$117.83M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees from third-party investment advisers

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Jason Wong’s Registration & Firm History

HI

01/07/2014 - Present

Shiraishi Financial Group Advisors (HONOLULU HI)

HI

04/29/2013 - 12/09/2016

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (HONOLULU HI)

HI

01/23/2009 - 05/08/2013

SECURITIES AMERICA, INC. (HONOLULU HI)

HI

01/09/2008 - 01/23/2009

BRECEK & YOUNG ADVISORS, INC. (HONOLULU HI)

HI

10/17/2000 - 01/15/2008

LPL FINANCIAL CORPORATION (HONOLULU HI)

AZ

03/12/1999 - 09/28/2000

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

CT

01/22/1998 - 03/01/1999

AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)

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Licenses & Designations

IA

Issued 05/21/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/21/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jason Lloyd Wong. Review regulatory record here.
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