Jun Watanabe, financial advisor Pasadena CA

Jun Watanabe

CRD Number: 2261021
Current Firm: Avantax Advisory Services

Jun Watanabe (CRD# 2261021) is an Investment Advisor Representative working at Avantax Advisory Services in Pasadena, CA and has over 22 years of experience in the finance industry.

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Householder Group Estate & Retirement Specialists
Company Name Location Dates Years
Avantax Investment Services, Inc. Alhamdra, CA Aug 2009 - Current 12
Jun Watanabe Alhambra, CA Jan 2009 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1999
S66 NASAA Uniform Combined State Law Examination Jan 2019
Contact Info for Jun Watanabe
Phone Number: 972-870-6000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    30,249
    MILLIONS
  • Total Number of Accounts
    99,251
    ACCOUNTS
  • Average Account Value
    $304,777
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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