Amber Lynn Kimie Suhas

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → 12/2023
  Lee Financial Securities, Inc.
  Honolulu, HI
• 02/2016 → 04/2024
  Lee Financial Group Hawaii, Inc.
  Honolulu, HI
• 02/2016 → 12/2023
  Lee Financial Recordkeeping, Inc.
  Honolulu, HI
• 04/2024 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2016-02-02 → 2024-04-22
  Lee Financial Group Hawaii, Inc.
  Honolulu, HI
• 2015-12-03 → 2016-02-05
  Lpl Financial Llc
  Honolulu, HI
• 2012-02-23 → 2013-12-04
  Bancwest Investment Services, Inc.
  San Jose, CA
• 2011-05-23 → 2012-02-21
  Harrisdirect Llc
  Arlington, VA
• 1997-05-01 → 2002-10-31
  Morgan Stanley Dw Inc.
  Honolulu, HI

Other Businesses

INVESTMENT COMMITTEE MEMBER. INSURANCE SERVICES ARE OFFERED UNDER LEE FINANCIAL GROUP HAWAII, INC. OWNER OF REAL ESTATE PROPERTIES WHICH PROVIDE RENTAL INCOME. THE BUSINESS IS NOT INVESTMENT RELATED. SALES ASSISTANT; A FAMILY AFFAIRE; 1533 KEOLU DR., KAILUA, HI 96734; SEASONAL CRAFT FAIR; DUTIES: ASSIST WITH PRODUCTION AND SALE OF CRAFT FAIR ITEMS. APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO THE OTHER BUSINESS: 20 [WEEKENDS OF NOVEMBER AND DECEMBER ONLY]. APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS: 0.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-05-06
• S63 Uniform Securities Agent State Law Examination
  1997-01-23

Other Names

• Amber Lynn Kimie Arakaki
• Amber Lynn Kimie Suhas
• Amber K. Suhas
• Amber Lynn Kimie Suhas
• Amberlynn Kimie Suhas