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Monica Yoshino Jennings

Jennings Financial Planning, Inc.

Honolulu, HI

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Current Employers
Jennings Financial Planning, Inc.

1314 S King St Suite 851, Honolulu, HI 96814 • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2004-04-06
  • HI RA
    APPROVED
    Since 2004-04-06

Branch Locations

615 Piikoi Street Suite 1507, Honolulu, HI 96814 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jennings Financial Planning, Inc. Honolulu HI 01/2004 Present
James D. Jennings Cpa, Inc. Honolulu HI 01/2003 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-10-13
  • S65 Uniform Investment Adviser Law Examination
    2003-10-13
Designations

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC
MML INVESTORS SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
KINGSWOOD WEALTH ADVISORS, LLC

Other Investors

Kawika Shoji
GEORGE CHRISTIAN FLOAN HART
IAN YUEN YEE WONG
KELII JK KIAKONA
ERIC-ALLEN TSUTOMU CHING
JENNIFER LEE KUANONI
TYLER YOSHIO TAKAHATA
CHASE SANTOS

Other Offices

REGENCY CAPITAL MANAGEMENT INC. · HONOLULU, HI
WEALTH ALIGNMENT PARTNERS, LLC · HONOLULU, HI
WELLS FARGO CLEARING SERVICES, LLC · HONOLULU, HI
DIVERSIFY ADVISORY SERVICES, LLC · Honolulu, HI
DIVERSIFY ADVISORY SERVICES, LLC · HONOLULU, HI
CETERA INVESTMENT ADVISERS LLC · HONOLULU, HI
MML INVESTORS SERVICES, LLC · HONOLULU, HI
COMMONWEALTH FINANCIAL NETWORK · Honolulu, HI

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