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.
CRD# 2717984
Edward Jones
CRD# 4818301
Mission Financial Group, LLC
CRD# 3199222
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 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 |
- HI
-
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)
- Commissions
- 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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