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James K

CFP®, ChFC®, Series 66

Honolulu, HI

Edward Jones

James Ka is a financial advisor at Edward Jones with 14 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Wealth management Business exit / sale strategy Business succession planning Multi-generational wealth transfer Founder/Business Owner
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Samuel W

Series 66, Series 63

Honolulu, HI

Edward Jones

Samuel Wood is a financial advisor at Edward Jones with 10 years of industry experience. He previously worked at Morgan Stanley and operated Wood Capital Investments for five years. Outside of his advisory role, he is an owner of a real estate LLC focused on managing rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and is notable for its extensive network of advisors and branches nationwide.

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

Series 66

Honolulu, HI

Edward Jones

Christian Tuyay is a financial advisor with Edward Jones in Honolulu, HI. He holds a Series 66 designation and began his advisory career at Edward Jones in 2025. Prior to joining Edward Jones, he worked at Henry Schein Dental starting in 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory and investment strategies, operates under a fiduciary standard, and supports its services with a large nationwide network of financial advisors and branch offices.

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

Series 66

Honolulu, HI

Edward Jones

Jessica Pak is a financial advisor with Edward Jones in Honolulu, HI. She holds a Series 66 designation and has been with Edward Jones since 2024. Her prior work experience includes roles at Oahu Publications Inc – Honolulu Star Advertiser, USA Apparel Group Inc, and Nordstrom. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated services through a nationwide network of over 23,700 advisors.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive
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