Jared Yuen, financial advisor Honolulu HI
93 score

Jared Yuen

CRD Number: 5355863
Current Firm: Ameriprise Financial Services, Inc.

Jared Yuen (CRD# 5355863) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Honolulu, HI and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, Inc. Honolulu, HI Jun 2007 - Current 9
Vanguard University Of Southern California Costa Mesa, HI Aug 2003 - May 2007 3
Dukes Canoe Club Waikiki Waikiki, HI Dec 2006 - Jan 2007 < 1
Dukes Canoe Club Waikiki Waikiki, HI May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2007
Contact Info for Jared K. Yuen
Phone Number: 612-671-3131
Registered State(s):
  • HI
  • TX
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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