JI
ChFC
JI
ChFC

Jarrett Imamura

27 Years of Experience
Honolulu, HI
1 DisclosureBrokerSells Insurance

Jarrett Imamura is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Honolulu, HI, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

1003 Bishop St, Pauahi Tower, Ste 880, Honolulu, HI, 96813-6426

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2024
Settled
Other Business ActivitiesSells Insurance

Jarrett sells fixed annuities, term and universal life, and disability insurance. He also operates Retirement Partners of Hawaii as a DBA for his LPL business and works as a solicitor for Crump Insurance, spending minimal time on this activity.

Employment History
Current Registrations
LPL Financial LLCBroker
October 2018 - Present · 7 yrs 7 mos
LPL Financial LLC
October 2018 - Present · 7 yrs 7 mos
Previous Registrations
Cetera Investment Services LLCBroker
April 2017 - October 2018 · 1 yr 6 mos
Cetera Investment Advisers LLC
April 2017 - October 2018 · 1 yr 6 mos
LPL Financial LLC
July 2011 - April 2017 · 5 yrs 9 mos
LPL Financial LLCBroker
July 2011 - April 2017 · 5 yrs 9 mos
Uvest Financial Services Group, INC.
April 2011 - July 2011 · 3 mos
Uvest Financial Services Group, INC.Broker
April 2011 - July 2011 · 3 mos
LPL Financial LLCBroker
November 2010 - April 2011 · 5 mos
LPL Financial LLC
November 2010 - April 2011 · 5 mos
Princor Financial Services Corporation
March 2005 - December 2010 · 5 yrs 9 mos
Princor Financial Services CorporationBroker
December 2003 - December 2010 · 7 yrs
New England Securities Corporation
February 2002 - November 2003 · 1 yr 9 mos
New England SecuritiesBroker
December 2001 - November 2003 · 1 yr 11 mos
AXA Advisors, LLCBroker
April 1998 - November 2001 · 3 yrs 7 mos
The Equitable Life Assurance Society of the United StatesBroker
April 1998 - January 2000 · 1 yr 9 mos
State Registrations4 states
CAHINVOR
AdvisorBrokerBoth

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
No exam information available for this advisor.
Jarrett Imamura - Financial Advisor | TrueAdvisor