Jason Hauanio, financial advisor Kailua Kona HI
93 score

Jason Hauanio

CRD Number: 3066900
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jason Hauanio (CRD# 3066900) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Kailua Kona, HI and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Kailua Kona, HI Sep 2009 - Current 7
Merrill Lynch, Pierce, Fenner & Smith Incorporated Kailua Kona, HI Jan 1998 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S65 NASAA Investment Advisors Law Examination Aug 1999
Contact Info for Jason C. Hauanio
Phone Number: 800-637-7455
Registered State(s):
  • HI
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • 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

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

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