Jared Nakamoto
Jared Nakamoto is a registered investment advisor at Voya Financial Advisors, INC., based in Honolulu, HI, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,854 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Voya Financial Advisors offers several investment management programs with fees based on a percentage of your portfolio's value. These programs include Morningstar Wealth Management, Voya Global Perspectives Market Models (GPMM), and Unified Managed Accounts (UMA). The maximum annual fee for these programs can be up to 2.75% of your portfolio. The Voya Digital Adviser (VDA) program has a maximum annual fee of 1.1%. There are also third-party money manager programs with fees ranging from 0.75% to 2.50%. Some programs have minimum account sizes. Fees are typically deducted from your account monthly or quarterly.
Location
711 Kapiolani Blvd Suite 1400, Honolulu, HI, 96813
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Regulatory History (1)
Judgment / Lien
April 2025Other 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
Voya Financial Advisors, INC.
Previous Registrations
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
State Registrations11 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.