Aiea, HI 211 Pali Momi St Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

4

Of 24,095 advisors across 14,159 offices

Location

98 211 Pali Momi St Suite 640

Aiea HI 96701-4301

Advisors at this office

4

Advisors at this office

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

Christopher L

CFP®, Series 63, Series 66

Aiea, HI

Edward Jones

Christopher Lee is a financial advisor at Edward Jones with 18 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Lee has been with Edward Jones since 2010. Outside of his advisory work, he serves as a wedding officiant for Grace Bible Church Pearlside and acts as secretary for the Securities Industry Association of Hawaii. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Charitable giving & philanthropy Family Business Business succession planning Multi-generational wealth transfer Wealth management Founder/Business Owner Executive

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

Joel B

Series 66

Aiea, HI

Edward Jones

Joel Ballou is a financial advisor with Edward Jones in Aiea, HI, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions in environmental and natural resource sectors, including roles at Alaska Earth Sciences, Rei, and the Division of Forestry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Doctor or Medical Professional
View complete list of advisors at this office
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