Satoko Jones (CRD# 7643099) is an Investment Advisor Representative working at Wealth Analytics Partners, LLC in San Diego, CA and has 1 year of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Analytics Partners, LLC | San Diego, CA | Sep 2022 - Current | 1 |
| University Of California San Diego | San Diego, CA | Sep 2021 - Sep 2022 | 1 |
| Unemployed | San Diego, CA | May 2021 - Aug 2021 | < 1 |
| Eudaimonia Universe | Tokyo, | Nov 2020 - Apr 2021 | < 1 |
| Ladlas Prince LLC | Annandale, VA | Feb 2020 - Oct 2020 | < 1 |
| Unemployed | Tokyo, | Feb 2019 - Feb 2020 | 1 |
| Corona Corporation | Fukuoka City, | Nov 2018 - Jan 2019 | < 1 |
| Unemployed | Tokyo, | Jul 2018 - Oct 2018 | < 1 |
| Bayview Asset Management | Tokyo, | Apr 2017 - Jun 2018 | 1 |
| Keio University | Kanagawa, | Apr 2012 - Mar 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
- CA
-
Total Assets Under Management238MILLIONS
-
Total Number of Accounts162ACCOUNTS
-
Average Account Value$1,467,482
- 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
AZ, CA, TX
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