Jonah Chun (CRD# 4575497) is an Investment Advisor Representative working at Corecap Advisors in Kaneohe, HI and has over 21 years of experience in the finance industry.
CRD# 4818301
Mission Financial Group, LLC
CRD# 3199222
Ameriprise Financial Services, LLC
CRD# 1916417
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Penn Mutual Life Ins Co | Horsham, PA | Oct 2014 - Current | 9 |
| Hornor Townsend & Kent Inc. | Horsham, PA | Oct 2014 - Nov 2017 | 3 |
| Park Avenue Securities | Honolulu, HI | Dec 2011 - Aug 2014 | 2 |
| Guardian Life Insurance Company | Honolulu, HI | Aug 2008 - Aug 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2013 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- HI
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Total Assets Under Management2,467MILLIONS
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Total Number of Accounts8,713ACCOUNTS
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Average Account Value$283,196
- A percentage of assets under your management
- Hourly charges
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- Portfolio management for businesses (other than small businesses) or institutional clients
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- Educational seminars/workshops
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