ADVISOR BIO

John-David Nako is a financial advisor with Edward Jones in HONOLULU, HI. John-David has been in the financial industry since May 30, 2015. John-David has been registered with Edward Jones since November 14, 2014. John-David has passed the Series 66, SIE, Series 87, and Series 7 exams. John-David is registered in Arizona, California, Colorado, Hawaii, New York, Oregon, Texas, and Utah. John-David specializes in providing financial advice to individuals, businesses, and charitable organizations.

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ADVISOR BIO

John paul Kilaton Abenoja is a financial professional with over a decade of experience in the industry. John paul holds the Series 6, 7, and 63 licenses, as well as the SIE exam. John paul is a Certified Financial Planner (CFP) and a Chartered Financial Consultant (ChFC). John paul currently works with Eagle Strategies LLC and is registered in multiple states including Hawaii, California, Colorado, Virginia, Washington, West Virginia, and Nevada. John paul specializes in financial planning, portfolio management for individuals, and pension consulting.

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ADVISOR BIO

Jon Tsukamoto is an investment advisor representative who is active in both Broker-Dealer and Investment Advisor roles. Jon has been in the industry since 1988 and currently works at Morgan Stanley. Prior to working at Morgan Stanley, Jon was employed by Citigroup Global Markets Inc and UBS Financial Services Inc. Jon holds a Series 7, Series 31, Series 63, and Series 65 licenses as well as the SIE exam. Jon is registered to provide investment advisory services in 24 states and Broker-Dealer services in 24 states.

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ADVISOR BIO

Jonah Ching is an investment advisor representative with Ameriprise Financial Services, LLC in Honolulu, HI. Jonah Ching is licensed to provide investment advice in Hawaii and has a Series 7TO and Series 66 license. Jonah Ching joined Ameriprise Financial Services, LLC in February 2022. Jonah Ching has been in the financial services industry since July 2022. Ameriprise Financial Services, LLC offers investment advisory services to individuals, businesses, trusts, estates, pension plans, and charitable organizations. The firm manages over $479 billion in assets for clients.

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Jonathan Rossi is a financial advisor with LPL Financial LLC. Jonathan has been in the financial services industry for 11 years. Jonathan has passed the Series 66, Series 7TO, and SIE exams and holds a Series 66 registration in the state of Hawaii. Jonathan is registered as both a broker-dealer and an investment advisor in the state of Hawaii. Jonathan works out of the Honolulu, HI branch office. Jonathan specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Jonathan also provides educational seminars for clients.

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ADVISOR BIO

Jonathan Nakamoto is an investment advisor representative with TIAA-CREF Individual & Institutional Services, LLC. Jonathan has been in the securities industry since 2007. Jonathan is licensed in Arizona, Colorado, Hawaii, Michigan, Nevada, New Mexico, New York, Utah, and Washington. Jonathan is registered with the state of Hawaii as an investment advisor representative.

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Jonathan Rhys Yashiro is a financial advisor who has been in the industry since 2015. He is currently registered as a Registered Representative with Cetera Investment Advisers LLC. Jonathan has been associated with Cetera Advisor Networks LLC and VALIC Financial Advisors, INC. in the past. He is registered in California, Hawaii, North Carolina, and Washington and holds the Series 66, Series 7, and SIE licenses. Jonathan is a Certified Financial Planner and specializes in providing financial planning services, portfolio management for businesses and individuals, and pension consulting.

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ADVISOR BIO

Joo sun Kim is a financial advisor with Morgan Stanley. Joo sun has been working in the financial services industry since February 2016. Joo sun Kim has a strong track record of success in helping clients achieve their financial goals. Joo sun holds Series 7 and Series 66 licenses and is registered with the state of Hawaii as well as with the Financial Industry Regulatory Authority (FINRA) as an Investment Advisor Representative. Joo sun Kim has experience working with a wide range of clients, including individuals, families, and businesses. Joo sun Kim is committed to providing personalized financial advice and guidance that meets the specific needs of each client.

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ADVISOR BIO

Jordan Iwasaki is an investment advisor representative with Integrated Wealth Concepts LLC based in Honolulu, HI. Jordan has been in the financial services industry since 2024 and has a strong background in providing financial planning and portfolio management services to a diverse range of clients, including individuals, families, and businesses. Jordan is committed to providing personalized financial advice and helping clients reach their financial goals.

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ADVISOR BIO

Jordon Santos is an active investment advisor representative in Hawaii. Santos has been in the industry for over 1 year, and has a Series 7TO, Series 66, and SIE. Santos currently works at Park Avenue Securities LLC, where they offer a variety of services, including financial planning, educational seminars, and portfolio management. Santos has experience with a diverse range of clients, including high-net-worth individuals, corporations, and charitable organizations.

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