Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Yoshitake is a financial advisor with over 35 years of experience in the industry. John is registered with J.p. Morgan Securities LLC in New York, New York. John provides a range of advisory services to individuals, high-net-worth individuals, businesses, corporations, insurance companies, charitable organizations, and pension and profit sharing plans. John holds Series 7, 8, 9, 10, 63 and 66 licenses.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
08/07/2023 - Present
J.p. Morgan Securities LLC (New York NY)
CA
01/25/2022 - 06/26/2023
CHARLES SCHWAB & CO., INC. (Long Beach CA)
CA
05/11/2004 - 06/26/2023
TD AMERITRADE, INC. (Long Beach CA)
TX
03/31/2004 - 05/21/2004
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
TX
07/07/1987 - 03/02/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
10/29/1986 - 12/23/1986
E-W INVESTMENTS, INC.
BOTH
Issued 09/21/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/20/1989
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure John Yoshitake is the right advisor for you? Invested Better is here to help.
