Jandi IhaCRD Number: 6400100
Current Firm: Lee Financial Group Hawaii, Inc.
Jandi Iha (CRD# 6400100) is an Investment Advisor Representative working at Lee Financial Group Hawaii, Inc. in Honolulu, HI and has 1 year of experience in the finance industry.
Mission Financial Group, LLC
Ameriprise Financial Services, LLC
|Lee Financial Group Hawaii, Inc.||Honolulu, HI||Aug 2014 - Current||9|
|Lee Financial Securities, Inc.||Honolulu, HI||Aug 2014 - Current||9|
|Lee Financial Recordkeeping, Inc.||Honolulu, HI||Aug 2014 - Current||9|
|Waipahu Waikele Pet Hospital||Honolulu, HI||Dec 2014 - Jan 2015||< 1|
|Unemployed||Honolulu, HI||May 2014 - Aug 2014||< 1|
|Unemployed||Davis, CA||Jul 2013 - May 2014||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2022|
Total Assets Under Management335MILLIONS
Total Number of Accounts1,329ACCOUNTS
Average Account Value$251,806
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, HI, LA, NV, NY, OH, TX, WA
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