Jared Tanimoto (CRD# 5831744) is an Investment Advisor Representative working at Ascent Wealth Advisors in Irvine, CA and has over 12 years of experience in the finance industry. Jared Tanimoto has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Origin Financial | San Francisco, CA | Jan 2021 - Current | 3 |
Ascent Wealth Advisors | Newport Beach, CA | Mar 2017 - Current | 7 |
Unemployed | Unemployed, CA | Nov 2016 - Mar 2017 | < 1 |
Principal | Irvine, CA | Apr 2016 - Nov 2016 | < 1 |
Princor Financial Services Corporation | Irvine, CA | Apr 2016 - Nov 2016 | < 1 |
Self Employed | Irvine, CA | Jun 2014 - Apr 2016 | 1 |
Mml Investors Services LLC | Irvine, CA | Dec 2013 - Jun 2014 | < 1 |
Massmutual Life Insurance Company | Irvine, CA | Jul 2012 - Jun 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2011 |
S66 | NASAA Uniform Combined State Law Examination | Dec 2013 |
S65 | NASAA Investment Advisors Law Examination | Jun 2016 |
- CA
-
Total Assets Under Management15MILLIONS
-
Total Number of Accounts105ACCOUNTS
-
Average Account Value$142,857
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA
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