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Jeri an C Yamamoto

Bankoh Investment Services, Inc.

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About Jeri an C Yamamoto

Jeri An Yamamoto is a financial advisor with over 16 years of experience in the industry. Jeri An has been registered with the Securities and Exchange Commission (SEC) since January 2011. Jeri An is currently registered with Bankoh Investment Services, Inc. Jeri An previously worked at VOYA FINANCIAL ADVISORS, INC., ING FINANCIAL ADVISERS, LLC and FINANCIAL NETWORK INVESTMENT CORPORATION. Jeri An provides financial planning, selection of other advisors and portfolio management services. Jeri An holds Series 7, 24, 51 and 66 licenses. Jeri An is registered in 7 states.

Firm Information

Jeri an Yamamoto is currently registered with Bankoh Investment Services, Inc.. Bankoh Investment Services, Inc. is a corporation formed in October 1991 and headquartered in Honolulu, Hawaii. The firm provides financial planning, portfolio management for businesses and individuals, and selection of other advisors. They have a total of 1,202 accounts under management with approximately $343.7 million in regulatory assets. Bankoh Investment Services, Inc. is registered with the SEC and in six states.
Bankoh Investment Services, Inc.

130 MERCHANT STREET

HONOLULU, HI 96813

$343.72M

Assets Under Management

711

Total Clients

32

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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Jeri an Yamamoto’s Registration & Firm History

HI

01/09/2017 - Present

Bankoh Investment Services, Inc. (HONOLULU HI)

HI

01/03/2011 - 01/10/2017

VOYA FINANCIAL ADVISORS, INC. (HONOLULU HI)

HI

01/08/2007 - 01/03/2011

ING FINANCIAL ADVISERS, LLC (HONOLULU HI)

HI

04/09/2001 - 12/31/2006

FINANCIAL NETWORK INVESTMENT CORPORATION (HONOLULU HI)

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Licenses & Designations

BOTH

Issued 05/24/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/28/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 05/04/2001

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/06/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeri an C Yamamoto.
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