Jason K Konno

Employer firm

Mutual Of Omaha Investor Services, Inc. CRD 611

$32.0M regulatory AUM 6,880 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 12/2016 → Present
  Mutual Of Omaha Insurance Company
  Honolulu, HI
• 01/2017 → Present
  Mutual Of Omaha Investor Services
  Honolulu, HI
• 08/2016 → 12/2016
  Unemployed
  Honolulu, HI

Other Businesses

Insurance Agent - Start Date: 12/2016 - Non-investment Related - Insurance lines of business: Life/Health - Hours/per week during trading hours: 20 Insurance Agent - Start Date 5/2021 - Non-investment Related - Insurance lines of business: Property/Casualty - Hours/per week during trading hours: 5 Mutual of Omaha Mortgage Lead Incentive Program; not investment related. Less than 1/hr per week. Submit qualified forward/reverse mortgage leads to Mutual of Omaha Mortgage when a customer indicates a potential need for these services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-08-24
• S63 Uniform Securities Agent State Law Examination
  2012-07-17

Other Names

• Jason Koichi Konno