Jared T. Tanimoto
SAVVY
Irvine, CA 92618
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CRD#: 5831744
Professional summary
Jared Toshiyuki Tanimoto, CFP®, who also goes by Jared T Tanimoto, Jared Toshiyuki Tanimoto, is a registered financial advisor currently at SAVVY located in Irvine, California.
Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jared has worked at 6 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
Fee-Only Newtowrk: https://www.feeonlynetwork.com/financial-advisor/jared-tanimoto/
CFP Board: https://www.letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/7907d622-fa6b-4114-965d-e02483ddc82e
XY Planning Network: https://www.xyplanningnetwork.com/advisors/jared-tanimoto-cfp/
Question & Answer
What are your service offerings?
Investment Planning
Retirement Planning
Comprehensive Financial Planni...
Estate Planning
Employee and Employer Plan Ben...
Tax Planning
Do you have an area of expertise or specialization?
Baby Boomers
Charitable Giving
High Net Worth Client Needs
Investment Advice without Ongo...
Medical Professionals
Retirement Plan Investment Adv...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Jared T Tanimoto | Jared Toshiyuki Tanimoto
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.
Sedai Wealth Partners; Investment-related; 530 Technology Dr. Ste 100, Irvine, CA 92618; Financial planning and wealth management firm; President & CCO; 03/2017; Full-time position; Company management and financial advising Ohana 9 LP; Non-investment related; 1 hour per month to managing family owned real estate properties; does not receive salary; 2440 HACIENDA BLVD STE 124 HACIENDA HEIGHT CA 91745; Owner; 2/15/2012, Company management and research
CRS (Client Relationship Summary) - RIA
Click below to view Jared Toshiyuki Tanimoto'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®
CFP®
Start date: 2015
Experience
Current
January 22, 2025 - Present
SAVVY
Office #1: 530 Technology Dr. Ste 100, Irvine, CA 92618RIA
CRD#: 318493
Irvine, CA
Past
February 12, 2021 - July 29, 2022
ORIGIN INVESTMENT ADVISORY LLC
RIA
CRD#: 305353
Irvine, CA
Past
April 21, 2017 - May 23, 2025
SEDAI WEALTH PARTNERS LLC
RIA
CRD#: 288028
IRVINE, CA
Past
June 17, 2016 - November 30, 2016
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
IRVINE, CA
Past
April 18, 2016 - November 30, 2016
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
IRVINE, CA
Past
December 3, 2013 - June 20, 2014
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
IRVINE, CA
Past
July 8, 2013 - August 16, 2013
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
IRVINE, CA
Past
July 11, 2011 - May 2, 2012
NYLIFE SECURITIES LLC
BD
CRD#: 5167
IRVINE, 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".
SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS
CRD#: 318493 / SEC#: 801-123656
RIA
Registered Investment Advisory firm - (4/11/2022 Approved)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.Highlighted states indicate IAR registrations
IAR
California(1/22/2025)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS
CRD#: 318493 / SEC#: 801-123656
RIA
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Contact information
Main Address
111 West 33rd Street Unit 1410, New York, NY 10001
Mailing Address
Phone number
(833) 745-6789
Established
Firm type
Fiscal year end
# of Employees
60
SEC notice filing (38 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,776 |
| AUM (Assets Under Management) | $ 1,295,318,161 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
