Alek Ahana, financial advisor Lihue HI

Alek Ahana

CRD Number: 6345321
Current Firm: Edward Jones

Alek Ahana (CRD# 6345321) is an Investment Advisor Representative working at Edward Jones in Lihue, HI and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Jun 2014 - Current 9
Kapaa Animal Clinic Kapaa, HI Sep 1997 - Current 26
Islands Inc. Honolulu, HI Apr 2014 - Jun 2014 < 1
Appraisal Associates LLC Honolulu, HI Sep 2001 - Jun 2014 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Alek S. Ahana
Phone Number: 314-515-2000
Registered State(s):
  • HI
  • TX
By the Numbers
  • Total Assets Under Management
    692,248
    MILLIONS
  • Total Number of Accounts
    4,749,388
    ACCOUNTS
  • Average Account Value
    $145,755
Compensation Options
  • A percentage of assets under your management
  • Other
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)
Types of Clients
Registered States

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

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