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Esther Yong Jones

Osaic Wealth, Inc.

Honolulu, HI

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2021-02-03
  • HI RA
    APPROVED
    Since 2021-02-03

Branch Locations

1163 S. Beretania Street, Honolulu, HI 96814 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Occidental Underwriters Of Hawaii Honolulu HI 03/2005 Present
Amway Corp Ada MI 01/2012 03/2017
Signator Investors, Inc. Honolulu HI 05/2016 03/2017
Royal Alliance Associates Honolulu HI 03/2017 08/2023
Arnold Jd Honda And Associates Honolulu HI 02/2021 Present
Kamemoto Financial Honolulu HI 07/2024 Present
Osaic Wealth, Inc Honolulu HI 08/2023 Present
  • 03/2005 → Present
    Occidental Underwriters Of Hawaii
    Honolulu, HI
  • 01/2012 → 03/2017
    Amway Corp
    Ada, MI
  • 05/2016 → 03/2017
    Signator Investors, Inc.
    Honolulu, HI
  • 03/2017 → 08/2023
    Royal Alliance Associates
    Honolulu, HI
  • 02/2021 → Present
    Arnold Jd Honda And Associates
    Honolulu, HI
  • 07/2024 → Present
    Kamemoto Financial
    Honolulu, HI
  • 08/2023 → Present
    Honolulu, HI
Other Businesses

1. OCCIDENTAL UNDERWRITERS OF HAWAII POSITION: Securities Admin NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 155 SECURITIES TRADING HOURS: 60 START DATE: 03/28/2005 ADDRESS: 1163 S. Beretania Street, Honolulu HI 96814, United States DESCRIPTION: Support registered reps with new business, licensing, commissions concerns. Process checks, provide guidance on supervision requirements. Attend and assist with coordination of sponsor meetings, company meetings, securities meetings. Clerical duties such as faxing, copying, scanning. Assist with recruiting of new reps and onboarding. Training admin. 2. KAMEMOTO FINANCIAL GROUP POSITION: Assistant NATURE: S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 40 START DATE: 07/01/2024 ADDRESS: 1163 S. Beretania Street, Honolulu HI 96814, United States DESCRIPTION: New business paperwork, schedule client meetings, assist clients with administrative issues, completing paperwork, faxing sponsor/insurance companies forms, clear TR Prep, use of Osaic programs TR Prep, Document Management, Wealthscape. Duties are strictly clerical in nature.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-01-29
S63 Uniform Securities Agent State Law Examination 2015-02-24
  • S65 Uniform Investment Adviser Law Examination
    2021-01-29
  • S63 Uniform Securities Agent State Law Examination
    2015-02-24
Other Names
  • Esther Yong Kim
  • Esther Yong Kim

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