Broker Check

OTHER COMPANIES

AIG/Corebridge/ General American

client login

American Funds (Individual Investor)

CLIENT LOGIN

American Funds (Retirement Plan Participant)

Client Login

American Funds (Retirement Plan Employer)

Client Login

Calvert

client login

Columbia Threadneedle

Client Login

Eaton Vance

CLIENT LOGIN

Fidelity

Client Login

Franklin Templeton

client login

Genworth

Client Login

Guardian Life

CLIENT LOGIN

Jackson

Client Login

John Hancock

Client Login

Lincoln

CLIENT LOGIN

MetLife

Client Login

Midland National

client login

Morningstar

CLIENT LOGIN

Mutual of Omaha

Client Login

Nationwide Financial

Client Login

OneAmerica

client login

Pacific Life

CLIENT LOGIN

Pershing - Royal Alliance (RAA eQuipt)

Client Login

Pershing - NetX Investor (for Entities)

client login

PIMCO

Client Login

Principal

client login

Protective Life

Client Login

Prudential

CLIENT LOGIN

SunLife/ Union Security

Client Login

Symetra

client login

T Rowe Price

Client Login

Talcott/Hartford

Client Login

Thornburg

CLIENT LOGIN

TIAA

Client Login

Transamerica

client login

Unum

Client Login

Voya (401K)

CLIENT LOGIN
Grant Jones

Grant Jones

Partner, Financial Advisor

(808) 523-6840 Ex.20

(808) 531-2399

Marie Iwasaki

Marie Iwasaki

Financial Paraplanner

(808) 523-6840 Ex.28

(808) 531-2399

Taea Takagi-Jones

Taea Takagi-Jones

Partner, Financial Advisor

(808) 523-6840 Ex.21

(808) 531-2399

Joann Tagaca

Joann Tagaca

Administrative Assistant

(808) 523-6840 Ex.25

(808) 531-2399

David Takagi

David Takagi

Partner, Financial Advisor

(808) 523-6840 Ex.26

(808) 531-2399

Megan Takagi

Megan Takagi, CFP®

Partner, Director of Business Development

(808) 523-6840 Ex.27

(808) 531-2399