Jonathan Yashiro
Jonathan Yashiro is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Honolulu, HI, with 10 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
745 Fort Street, 1614, Honolulu, HI, 96813
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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
Jonathan sells life, disability, annuities, and long-term care insurance as an insurance agent, dedicating a few hours per week. He also works full-time as a financial advisor at Hawaii Financial Advisors, assisting clients with financial planning and investments since 2020.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Summit Financial Group INC
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
State Registrations3 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.