Grant Jones (CRD# 7074942) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Honolulu, HI and has over 4 years of experience in the finance industry.
CRD# 4818301
Mission Financial Group, LLC
CRD# 3199222
Ameriprise Financial Services, LLC
CRD# 1916417
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Takagi & Takagi | Honolulu, HI | Sep 2019 - Current | 4 |
| Royal Alliance | Honolulu, HI | Mar 2019 - Current | 5 |
| Takagi & Takagi | Honolulu, HI | Feb 2019 - Sep 2019 | < 1 |
| Rec Solar Commercial Corporation | Honolulu, HI | May 2008 - Jun 2019 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- HI
-
Total Assets Under Management3,713MILLIONS
-
Total Number of Accounts6,555ACCOUNTS
-
Average Account Value$566,489
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AZ, CA, CO, FL, GA, HI, ID, MO, NV, NY, OR, TX, UT, WA
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