Jared NakamotoCRD Number: 4447700
Current Firm: Voya Financial Advisors, Inc.
Jared Nakamoto (CRD# 4447700) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in San Jose, CA and has over 15 years of experience in the finance industry.
Three Bell Capital LLC
Skyoak Wealth Management, Inc.
Oceaniq Capital, LLC
|Voya Financial Advisors||Honolulu, HI||Sep 2014 - Current||3|
|Ing Financial Partners, Inc.||Honolulu, HI||Jan 2011 - Sep 2014||3|
|Ing||Honolulu, HI||Jan 2007 - Dec 2010||3|
|Ing Financial Advisers, LLC||Honolulu, HI||Jan 2007 - Dec 2010||3|
|Financial Network||Honolulu, HI||Jan 2004 - Dec 2006||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2002|
Total Assets Under Management9,298MILLIONS
Total Number of Accounts59,441ACCOUNTS
Average Account Value$156,432
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV