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Ashley Jane Wilken

Wealthjar Investment Advisory, LLC

Honolulu, HI

San Luis Obispo, CA

The Rice Partnership, LLC

San Luis Obispo, CA

Honolulu, HI

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Current Employers
Wealthjar Investment Advisory, Llc

1099 Alakea St. Suite 2510, Honolulu, HI 96813 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-09-03
HI RA APPROVED 2020-09-03
  • CA RA
    APPROVED
    Since 2020-09-03
  • HI RA
    APPROVED
    Since 2020-09-03

Branch Locations

1099 Alakea St. Suite 2510, Honolulu, HI 96813 • United States

1304 Santa Rosa Street, San Luis Obispo, CA 93401 • United States

The Rice Partnership, Llc

1099 Alakea Street Suite 2510, Honolulu, HI 96813 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-05-11
HI RA APPROVED 2018-05-11
  • CA RA
    APPROVED
    Since 2018-05-11
  • HI RA
    APPROVED
    Since 2018-05-11

Branch Locations

1304 Santa Rosa Street, San Luis Obispo, CA 93401 • United States

1099 Alakea Street Suite 2510, Honolulu, HI 96813 • 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
The Rice Partnership Honolulu HI 05/2018 Present
Umpqua Bank Templeton CA 03/2012 04/2018
  • 05/2018 → Present
    The Rice Partnership
    Honolulu, HI
  • 03/2012 → 04/2018
    Umpqua Bank
    Templeton, CA
Other Businesses

Consultant, Rodan & Fields, skin care, several hours per month, not typically during trading hours

Designations
Other Names
  • Ashley Jane Ogden

View on SEC IAPD

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WELLS FARGO CLEARING SERVICES, LLC
DIVERSIFY ADVISORY SERVICES, LLC
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

More in Honolulu, HI

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