Matthew Akio Kunita

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

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

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

Current Employers

Employment History

• 06/2021 → Present
  J.W. Cole Financial, Inc
  Tampa, FL
• 04/2010 → 05/2021
  Pearl Harbor Naval Shipyard And Imf
  Honolulu, HI
• 03/2022 → Present
  J.W. Cole Advisors, Inc
  Tampa, FL

Other Businesses

(1) Financial Architects of Hawaii; DBA; LIfe and Health; Investment related; 1712 N. King Street, Honolulu, HI 96819; Independent agency t hat markets traditional life & health insurance; Agent; Solicit & place life & health insurance; Start 5/6/2021; 40 hrs/mo, 0 during trading.

Exams

• S66 Uniform Combined State Law Examination
  2022-03-04