Jason Wong

from Shiraishi Financial Group Advisors
SEC regulated
Regulated Investment Advisor
Jason Wong is a financial advisor based in Hawaii, Honolulu, with 27 years of experience. Jason currently works for Shiraishi Financial Group Advisors. Jason maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jason Wong works at Shiraishi Financial Group Advisors
Shiraishi Financial Group Advisors is a financial advisory firm based in Honolulu, Hawaii. It currently has approximately $126,517,848 of assets under management and employs about 6 people. Shiraishi Financial Group Advisors uses a fee structure of a percentage of assets under your management, fixed fees and referral fees from third-party investment advisers.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
12 years
Fee structure
A percentage of assets under your management, fixed fees and referral fees from third-party investment advisers
Office location
1585 Kapiolani Blvd., Suite 928, Honolulu, Hawaii, 96814

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