Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
28 years
Location
Kamuela, HI
RBC Capital Markets
Institution
James Wilson is a financial advisor with RBC Capital Markets in Kamuela, Hawaii, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He previously worked for 17 years at UBS Financial Services Inc. before joining RBC in 2026. RBC Wealth Management serves a broad client base, including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs and implements tailored strategies through a combination of in-house and third-party investment managers, providing discretionary and non-discretionary portfolio management along with financial planning and brokerage services.
Based on RBC Capital Markets
Based on RBC Capital Markets
Based on RBC Capital Markets
Based on RBC Capital Markets
In limited circumstances, fixed dollar amount fee options available for RBC WM Advice Fee, negotiated per client
$0 - $25,000: $25,000+:
Account minimum: $25,000 - $600,000 depending on program and strategy Fee-only: RBC Advisor and Portfolio Focus: RBC WM Advice Fee up to 2.50% annually (tiered by asset level, negotiable)
Kamuela, HI
Kamuela HI
Advisors at this office
1
Georgia · Hawaii · Texas
28 years of industry experience
RBC Capital Markets
2026 - Present • 1 year
Alpharetta, GA
UBS financial Services INC
2009 - 2026 • 17 years
Atlanta, GA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
Kamuela, HI
Stadia Financial LLC
Jo Ann Fujii is a financial advisor at Stadia Financial LLC with one year of industry experience. She holds a Series 65 designation and has a background that includes roles at Baxter Healthcare and ICU Medical. Stadia Financial primarily serves pooled investment vehicles and institutional or organizational clients, along with trusts, nonprofits, and select individual accounts. The firm emphasizes capital preservation through a combination of macroeconomic, fundamental, technical, and behavioral analysis, managing diverse portfolios on a discretionary basis and offering a range of wealth management and planning services.
Series 65
Kamuela, HI
Stadia Financial LLC
Beata Tou is a financial advisor at Stadia Financial LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles in hospitality and staffing companies. Stadia Financial primarily serves pooled investment vehicles and institutional clients, offering discretionary investment management along with wealth management, financial and estate planning, and related services. The firm’s investment approach emphasizes capital preservation and incorporates multiple analytical methods to construct diversified portfolios.
Series 65
Kamuela, HI
Stadia Financial LLC
Stacy Sheetz is a Series 65-licensed financial advisor with one year of industry experience. She is currently with Stadia Financial LLC and previously worked at Provident Trust Group and Polycomp Administrative Services. Stadia Financial primarily serves pooled investment vehicles and institutional or organizational clients, along with trusts, nonprofits, and select individual accounts. The firm emphasizes capital preservation through a multi-faceted investment approach and offers discretionary investment management combined with wealth management, financial and estate planning, tax strategy, insurance advice, and non-depository trust services.
CFP®, Series 63
Kamuela, HI
Stadia Financial LLC
Ken Steria is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Stadia Financial LLC. His prior experience includes a long tenure at The Vanguard Group and roles at Northwestern Mutual Wealth Management Company and other firms. Stadia Financial primarily serves pooled investment vehicles and institutional clients, offering discretionary investment management along with wealth planning, tax strategy, insurance advice, and trust services. The firm emphasizes capital preservation through a combination of macroeconomic, fundamental, technical, and behavioral analysis in portfolio construction.
Series 63, Series 66, Series 65
Kamuela, HI
Stadia Financial LLC
Kari Clark is a financial advisor at Stadia Financial LLC with five years of industry experience. She holds the Series 63, 66, and 65 licenses and previously worked at Stadia Capital Group, LLC and Kuliaikanuu Inc. Clark also serves as Director of Operations at Stadia Capital Group, LLC, where she handles operations, payroll, and accounting. Stadia Financial primarily serves pooled investment vehicles and institutional or organizational clients, while also accepting trusts, nonprofits, and select individual accounts. The firm emphasizes capital preservation and employs a multi-faceted investment approach including public equities, fixed income, ETFs, and alternatives, with discretionary management and periodic portfolio reviews.
Series 65
Kamuela, HI
Stadia Financial LLC
Brett Kennelly is a financial advisor at Stadia Financial LLC with one year of industry experience. He holds a Series 65 credential and has been involved in management roles at Stadia Capital Group, LLC and Kolea Management Services, LLC since 2017. Stadia Financial primarily serves pooled investment vehicles and institutional or organizational clients, also accepting trusts, nonprofits, and select individual accounts. The firm emphasizes capital preservation through a combination of macroeconomic, fundamental, technical, and behavioral analysis, offering discretionary investment management alongside wealth management and comprehensive financial planning services.
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