Financial ADVSR advisor directory · SEC adviser records
Wealthjar Investment Advisory, LLC financial advisors in Honolulu, HI
Every SEC-registered investment adviser representative at a Wealthjar Investment Advisory, LLC office in Honolulu, A to Z.
The short answer
6 registered advisors work at Wealthjar Investment Advisory, LLC in Honolulu, out of 8 at the firm nationwide; it ranks number 24 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Wealthjar Investment Advisory, LLC advisors in Honolulu, A to Z
Every Wealthjar Investment Advisory, LLC advisor →- Christian N. DurstelerInvestment adviser rep
- Bonnie F. RiceChartered Financial Consultant
- Orest V. SaikevychInvestment adviser rep
- Jacob M. SimonsCertified Financial Planner
- Brian K. TokuukeChartered Financial Analyst
- Ashley J. WilkenCertified Financial Planner
Wealthjar Investment Advisory, LLC advisors in every city and state →Wealthjar Investment Advisory, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Wealthjar Investment Advisory, LLC advisors in other cities
Other firms in Honolulu
All Honolulu advisors →Ameriprise Financial Services, LLC 88Morgan Stanley 80LPL Financial LLC 77Cetera Investment Advisers LLC 52Merrill Lynch, Pierce, Fenner & Smith Incorporated 46Osaic Wealth, Inc. 45Wells Fargo Clearing Services, LLC 32Raymond James Financial Services Advisors, Inc. 31Equitable Advisors, LLC 25Edward Jones 24Park Avenue Securities LLC 23UBS Financial Services Inc. 22
Questions
How many financial advisors does Wealthjar Investment Advisory, LLC have in Honolulu?
6 investment adviser representatives are registered at Wealthjar Investment Advisory, LLC offices in Honolulu, Hawaii, according to the SEC's Investment Adviser Public Disclosure records, out of 8 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Wealthjar Investment Advisory, LLC one of the largest advisor employers in Honolulu?
Wealthjar Investment Advisory, LLC ranks number 24 in Honolulu by registered advisors; Ameriprise Financial Services, LLC has the most, with 88.
How do I check a Wealthjar Investment Advisory, LLC advisor in Honolulu?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Wealthjar Investment Advisory, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.