Randall Nakamura
Randall Nakamura is a CFP, ChFC-designated registered investment advisor at J. W. Cole Advisors, INC., based in Neptune Beach, FL, with 28 years of industry experience. Randall is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 31,247 clients with $8.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 3.00% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiated or charged at a flat rate. Program fees and transaction costs may apply separately depending on the selected account type.
Fee Estimator
Location
446 3rd Street, Neptune Beach, FL, 32266
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Randall operates under the DBA Swell Wealth Management, offering investments and fixed insurance products, including medical, health, and P&C. He dedicates full-time hours to this activity. Randall is also a notary public and president of Kailani Capital LLC, a real estate company, dedicating minimal time to the latter.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Previous Registrations
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Etg, L.L.C.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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