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Jared Nakamoto

Voya Financial Advisors, INC.
24 Years of Experience
Honolulu, HI
1 DisclosureBrokerSells Insurance
View SEC Summary
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Jared Nakamoto is a registered investment advisor at Voya Financial Advisors, INC., based in Honolulu, HI, with 24 years of industry experience. Jared is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 7 more. Their firm serves 16,336 clients with $3.9B in assets under management.

Voya Financial Advisors, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
755 advisors
Number of Clients
16,336 clients
Average Client Portfolio
$237K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$1K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.75%
$250K - $500K2.75%
$500K - $1.0M2.50%
$1.0M - $2.0M2.35%
$2.0M - $5.0M2.10%
$5.0M - $10.0M2.05%
$10M+2.00%

Schedule reflects the Unified Managed Account Program maximum total annual client fee. The Fidelity Program (closed to new clients) has separate tiers up to 1.00%. Third-party programs range from 0.75% to 2.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

711 Kapiolani Blvd Suite 1400, Honolulu, HI, 96813

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History

Regulatory History (1)
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Judgment / Lien
April 2025
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jared is a managing member/partner in Nakamoto Family Investments LLC, a family real estate venture, since 2008. He is also an independent insurance agent since 2004, selling fixed insurance products and fixed annuities, and dedicates a few hours per week to this.

Employment History
Current Registrations
Voya Financial Advisors, INC.Broker
January 2011 - Present · 15 yrs 9 mos
Voya Financial Advisors, INC.
January 2011 - Present · 15 yrs 9 mos
Previous Registrations
Ing Financial Advisers, LLC
January 2007 - January 2011 · 4 yrs
Ing Financial Advisers, LLCBroker
January 2007 - January 2011 · 4 yrs
Financial Network Investment Corporation
January 2004 - December 2006 · 2 yrs 11 mos
Financial Network Investment CorporationBroker
January 2004 - December 2006 · 2 yrs 11 mos
Cuso Financial Services, L.P.
February 2002 - April 2003 · 1 yr 2 mos
Cuso Financial Services, L.P.Broker
November 2001 - December 2003 · 2 yrs 1 mo
State Registrations13 states
AZCACOFLHIMONMNVORPATXUTWA
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.
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