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James R

Series 63, Series 66

Honolulu, HI

Edward Jones

James Robinson is a financial advisor with Edward Jones in Honolulu, HI, holding Series 63 and Series 66 designations and six years of industry experience. His prior roles include positions at Facet, Charles Schwab & Co., Inc., USAA Financial Advisors, and Wells Fargo. Outside of his advisory career, Robinson works as a process server in Seattle, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment and advisory solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Multi-generational wealth transfer General retirement planning Founder/Business Owner Executive Intergenerational Families
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Keoki C

Series 66

Honolulu, HI

Edward Jones

Keoki Ching is a financial advisor with Edward Jones in Honolulu, HI, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he owns a surfboard sales business called Keoki Surfboards. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households and corporate entities. The firm offers various advisory strategies and maintains a large nationwide advisor and branch network.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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