Jordan Matsumoto, financial advisor Honolulu HI

Jordan Matsumoto

CRD Number: 6571933
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jordan Matsumoto (CRD# 6571933) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Honolulu, HI and has over 3 years of experience in the finance industry.

Similar Advisors
Ethan Abbott, financial advisor Honolulu HI
Ethan D. Abbott
CRD# 2717984
Edward Jones
Similar Advisors
Nicholas Abbott, financial advisor Honolulu HI
Nicholas P. Abbott
CRD# 4818301
Mission Financial Group, LLC
Similar Advisors
Chad Adams, financial advisor Honolulu HI
Chad B. Adams
CRD# 3199222
Ameriprise Financial Services, LLC
Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Honolulu, HI Feb 2016 - Current 5
Bank Of America, N.a. Honolulu, HI Feb 2016 - Current 5
University Of Hawaii At Manoa Honolulu, HI Aug 2013 - May 2016 2
Unemployed Honolulu, HI Dec 2015 - Feb 2016 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Honolulu, HI Oct 2015 - Dec 2015 < 1
Unemployed Honolulu, HI Sep 2015 - Oct 2015 < 1
Genki Sushi Honolulu, HI Sep 2013 - Sep 2015 2
Unemployed Honolulu, HI Jun 2013 - Sep 2013 < 1
Macy's Santa Clara, CA Feb 2013 - Jun 2013 < 1
De Anza College Santa Clara, CA Sep 2012 - Jun 2013 < 1
Unemployed Honolulu, HI Aug 2012 - Feb 2013 < 1
Jamba Juice Honolulu, HI May 2012 - Aug 2012 < 1
Mid-pacific Institute Honolulu, HI Aug 2009 - May 2012 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2018
Contact Info for Jordan K. Matsumoto
Phone Number: 800-637-7455
Registered State(s):
  • HI
  • TX
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.