Joanie Morioka (CRD# 4834264) is an Investment Advisor Representative working at Kondo Wealth Advisors, Inc. in Pasadena, CA and has over 19 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Jul 2011 - Current | 12 |
| Kondo Wealth Advisors | Pasadena, CA | Nov 2007 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2004 |
- CA
-
Total Assets Under Management264MILLIONS
-
Total Number of Accounts1,115ACCOUNTS
-
Average Account Value$236,600
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, HI, TX
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