JN
Jared G. Nakamoto
VOYA FINANCIAL ADVISORS
Honolulu, HI 96813
Some features on this profile are disabled
CRD#: 4447700
JN
Professional summary
Jared Gary Nakamoto is a registered financial advisor currently at VOYA FINANCIAL ADVISORS, INC. located in Honolulu, Hawaii.
Jared is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Jared has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
NAME OF ENTITY:NAKAMOTO FAMILY INVESTMENTS LLC; No; 3948 MANUNALOA AVE; HONOLULU; HI; 96816; REAL ESTATE INVESTMENTS; MANAGING MEMBER,PARTNER; 9/1/2008; 10; 0; PURCHASE,SALES,RENTAL OF REAL ESTATE. THIS IS A FAMILY REAL ESTATE VENTURE AND DOES NOT INVOLVE THE PURCHASE OR SALE OF REGISTERED OR NON-REGISTERED SECURITIES IN ANY FORM|NAME OF ENTITY: Independent Insurance Agent; Yes; 711 KAPIOLANI BLVD STE 100; Honolulu; HI; 96813; fixed insurance sales; Independent Insurance Agent; 1/1/2004; 10; 10; sales of fixed insurance products|NAME OF ENTITY:VARIOUS CARRIERS; No; 711 KAPIOLANI BLVD STE 100; HONOLULU; HI; 96813; FIXED INSURANCE AND FIXED ANNUITIES; AGENT; 9/28/2009; 0; 0; FIXED INSURANCE AND FIXED ANNUITIES| DRILL TEAM HAWAII POSITION: President NATURE: dance team INVESTMENT RELATED: No NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2022 ADDRESS: 430 Kaleimamahu St, Honolulu HI 96825, United States DESCRIPTION: help run the booster board and help with fundraising for the team TURO POSITION: owner NATURE: car rental INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/05/2024 ADDRESS: 430 Kaleimamahu St, Honolulu HI 96825, United States DESCRIPTION: just rent my car
CRS (Client Relationship Summary) - RIA
Click below to view Jared Gary Nakamoto's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jared Gary Nakamoto's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 3, 2011 - Present
VOYA FINANCIAL ADVISORS, INC.
Office #1: 711 Kapiolani Blvd Suite 1400, Honolulu, HI 96813RIA
BD
CRD#: 2882
Honolulu, HI
Current
January 3, 2011 - Present
VOYA FINANCIAL ADVISORS, INC.
Office #1: 711 Kapiolani Blvd Suite 1400, Honolulu, HI 96813RIA
BD
CRD#: 2882
Honolulu, HI
Past
January 5, 2007 - January 3, 2011
VOYA FINANCIAL PARTNERS, LLC
RIA
CRD#: 34815
HONOLULU, HI
Past
January 5, 2007 - January 3, 2011
VOYA FINANCIAL PARTNERS, LLC
BD
CRD#: 34815
HONOLULU, HI
Past
January 27, 2004 - December 31, 2006
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
HONOLULU, HI
Past
January 14, 2004 - December 31, 2006
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
HONOLULU, HI
Past
February 22, 2002 - April 1, 2003
CUSO FINANCIAL SERVICES, L.P.
RIA
CRD#: 42132
HONOLULU, HI
Past
November 15, 2001 - December 18, 2003
CUSO FINANCIAL SERVICES, L.P.
BD
CRD#: 42132
SAN DIEGO, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VOYA FINANCIAL ADVISORS, INC.
ING FINANCIAL PARTNERS, INC | WASHINGTON SQUARE SECURITIES, INC. | VOYA FINANCIAL ADVISORS, INC. | VARIABLE LIFE BROKERAGE DISTRIBUTORS | NWNL MANAGEMENT CORPORATION | ING FINANCIAL PARTNERS, INC.
CRD#: 2882 / SEC#: 801-46585, 8-13987
RIA
Registered Investment Advisory firm - SEC (7/11/1994 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(1/9/2020)
RR
California(8/27/2013)
RR
Colorado(5/1/2015)
RR
Hawaii(1/3/2011)
IAR
Hawaii(1/3/2011)
RR
Missouri(9/7/2022)
RR
Nevada(2/5/2015)
RR
New Mexico(7/10/2023)
RR
Oregon(5/11/2023)
RR
Texas(5/1/2015)
IAR
Texas(4/30/2020)
RR
Utah(4/28/2020)
RR
Washington(1/2/2014)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
VOYA FINANCIAL ADVISORS, INC.
ING FINANCIAL PARTNERS, INC | WASHINGTON SQUARE SECURITIES, INC. | VOYA FINANCIAL ADVISORS, INC. | VARIABLE LIFE BROKERAGE DISTRIBUTORS | NWNL MANAGEMENT CORPORATION | ING FINANCIAL PARTNERS, INC.
CRD#: 2882 / SEC#: 801-46585, 8-13987
RIA
Registered Investment Advisory firm - SEC (7/11/1994 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information
Main Address
One Orange Way, Windsor, CT 06095
Mailing Address
One Orange Way, Windsor, CT 06095
Phone number
+1 (800) 356-2906
Established
Minnesota since 04/26/1968
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
563
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 11,854 |
| AUM (Assets Under Management) | $ 2,744,735,129 |
Disclosures
| Regulatory Event | 36 |
| Arbitration | 9 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
