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
Kailua Kona, HI 96740
Merrill
Institution
Jason Hauanio serves as an Associate Resident Director and Wealth Management Advisor at Merrill. He specializes in developing customized wealth management strategies addressing wealth accumulation, preservation, and transfer. His approach includes portfolio development, liability management, tax minimization, asset preservation, and emphasizes securing lifetime retirement income streams. Jason also provides business owners with strategies for cash management, group benefit plans, financing solutions, and succession planning services offered through Bank of America, N.A.
He holds a High School Diploma from Kamehameha Schools, a Bachelor's Degree and a Master's Degree in Finance from the University of Hawaii Manoa Business School. Jason has earned several professional designations, including Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is proficient in English and Japanese.
Outside of his professional work, Jason is involved with the Innovations Public Charter School Foundation and the Kona Hospital Foundation. His personal interests include spending time with his family, surfing, and traveling.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Kailua Kona, HI 6831 Alii Dr
78 6831 Alii Dr, Pbig Kailua Kona Private Wealth
Kailua Kona HI 96740
Advisors at this office
4
Hawaii · Texas
28 years of industry experience
Bank Of America, N.A.
2009 - Present • 17 years
Kailua Kona, HI
Merrill
1998 - Present • 28 years
Kailua Kona, HI
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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
PFS™
Kailua-Kona, HI
Investment Dynamics Consulting Group, LLC
William Wong is the sole advisor at Investment Dynamics Consulting Group, LLC and holds the PFS™ designation with 24 years of industry experience. He has operated his independent advisory firm since 2000 and maintains multiple non-investment business roles, including president of a CPA tax and accounting firm, a real estate development company, and a family entertainment center. Investment Dynamics Consulting Group, LLC provides investment supervisory services primarily to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers non-discretionary portfolio management focused on diversified mutual fund and ETF allocations, conducting formal reviews at least annually and emphasizing client-imposed investment restrictions.
ChFC®
Kona, HI
Integrated Wealthcare, LLC
John Gallagher is a ChFC® credentialed advisor with Integrated Wealthcare, LLC, where he has worked since 2023. He has one year of financial advisory experience and concurrently practices emergency medicine with Hawaii Emergency Physicians Associated. Integrated Wealthcare is an SEC-registered wealth management firm that primarily serves physicians and medical professionals, alongside high-net-worth individuals, families, business owners, and retirement plans. The firm offers discretionary portfolio management and financial planning, utilizing documented risk assessments and globally diversified model portfolios with regular rebalancing.
Series 66
Kailua-Kona, HI
ACP Investment Management
Andre Lister is a financial advisor at ACP Investment Management with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, LPL Financial, and Financial Advocates Investment Management. Outside of his advisory role, he is a member and manager of EAL Holdings LLC, a holding company. ACP Investment Management, founded in 2025, provides discretionary investment management, financial planning, and pension/retirement-plan consulting to institutional clients such as pension and profit-sharing plans, charitable organizations, and corporations. The firm offers customized portfolios using a range of investment vehicles and emphasizes retirement plan consulting and plan-level oversight.
Series 63, Series 65
Kailua-Kona, HI
ACP Investment Management
Adam Reugh is a financial advisor at ACP Investment Management with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Advocates Investment Management since 2015 and Advisor Compliance Partners LLC since 2025. ACP Investment Management, established in 2025, provides discretionary investment management and consulting services to pension and profit-sharing plans, pooled investment vehicles, charitable organizations, and corporations. The firm focuses on plan-level and institutional consulting with customized portfolios that may include stocks, bonds, ETFs, mutual funds, options, and alternative investments.
CFP®, Series 63, Series 66
Kailua-Kona, HI
Western Wealth Management LLC
Mark Johnson is a CFP® with 23 years of industry experience, currently serving as an advisor at Western Wealth Management LLC since 2016. He previously worked at LPL Financial, LLC and Business Consultants, Inc. Johnson provides investment advisory services through Western Wealth Management, LLC, an independent firm based in Golden, Colorado. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates as a decentralized network of investment adviser representatives offering comprehensive portfolio management, financial planning, and a range of investment strategies through multiple custodial platforms and sponsored programs.
Series 63, Series 65
Kailua-Kona, HI
Foundations Investment Advisors LLC
Larry Mccabe is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has held previous roles at Insight Folios, AE Wealth Management, and Allstate Financial Services, among others. He is also the owner of Aloha Life & Retirement, Inc., an investment advisory and insurance business. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, model portfolios, and an asymmetric rebalancing approach to tailor advice and manage client accounts.
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