Bryan Nakamoto, financial advisor Tampa FL
96 score

Bryan Nakamoto

CRD Number: 4557004
Current Firm: J. W. Cole Advisors, Inc.

Bryan Nakamoto (CRD# 4557004) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 14 years of experience in the finance industry. Bryan Nakamoto has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
J. W. Cole Advisors, Inc. Tampa, FL May 2013 - Current 3
J.w. Cole Financial, Inc. Honolulu, HI May 2013 - Current 3
Financial Advisers Of America, LLC Honolulu, HI Dec 2008 - Current 8
Spectrum Wealth Management, LLC Honolulu, HI Oct 2006 - Current 10
Occidental Underwriters Honolulu, HI Nov 2001 - Current 15
Royal Alliance Associates Honolulu, HI Aug 2006 - Dec 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2002
Contact Info for Bryan H. Nakamoto
Phone Number: (813) 935-6776
Firm Website: http://www.jw-cole.com
Registered State(s):
  • AL
  • HI
  • TX
  • IN
By the Numbers
  • Total Assets Under Management
    1,250
    MILLIONS
  • Total Number of Accounts
    6,832
    ACCOUNTS
  • Average Account Value
    $182,954
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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