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Shaun K

Series 66

Aiea, HI

Edward Jones

Shaun Kiriu is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he spent 12 years at Southern Glazer's Wine & Spirits. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Retirement income strategy College savings (529s, UTMA, etc.) Sales Professional
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Christopher L

CFP®, Series 63, Series 66

Aiea, HI

Edward Jones

Christopher Lee is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. Prior to joining Edward Jones, he worked at Uvest Financial Services Group, Inc. and Northwestern Mutual Investment Management. Outside of his advisory role, he serves as a wedding officiant for Grace Bible Church Pearlside and holds the position of secretary for the Securities Industry Association of Hawaii. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs with approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,000 financial advisors. The firm provides discretionary and non-discretionary strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Charitable giving & philanthropy Business ownership considerations Business succession planning Multi-generational wealth transfer Wealth management Executive Founder/Business Owner
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Shane S

Series 63, Series 66

Aiea, HI

Edward Jones

Shane Shimatsu is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2008 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he has a non-operational association with the Hawaii Rush Soccer Club in Aiea, HI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, affiliated mutual funds, and tax-efficient overlay services, supported by a large nationwide network of advisors and branch offices.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Retired Founder/Business Owner Executive
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Joel B

Series 66

Aiea, HI

Edward Jones

Joel Ballou is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Alaska Earth Sciences, Rei, and Vertex Tower Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a large national network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Doctor or Medical Professional
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