Grant Thomas Jones

Employer firm

Nwf Advisory Services Inc CRD 110410

$6.43B regulatory AUM 109 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 02/2019 → 09/2019
  Takagi & Takagi
  Honolulu, HI
• 05/2008 → 06/2019
  Rec Solar Commercial Corporation
  Honolulu, HI
• 03/2019 → Present
  Royal Alliance
  Honolulu, HI
• 09/2019 → Present
  Takagi & Takagi
  Honolulu, HI

Other Businesses

1. TAKAGI AND TAKAGI POSITION: Life Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 8 START DATE: 09/09/2019 ADDRESS: 500 Ala Moana Blvd, Ste 2-301, Honolulu HI 96813, United States DESCRIPTION: Provide life insurance quotes and assist with application process for life insurance policies. 2. NWF ADVISORY SERVICES INC POSITION: Registered Advisor NATURE: Our Advisory Services are provided through NWF Advisory Service Inc in Los Angeles, an independent RIA. INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 40 START DATE: 01/28/2020 ADDRESS: 500 Ala Moana Blvd, Ste 2-301, Honolulu HI 96813, United States DESCRIPTION: I work on a team and help manage accounts and do research and analysis. 3. Landlord POSITION: Landlord; INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 1/8/2017 ADDRESS: 144 Forest Ridge Way, Honolulu HI 96822, United States DESCRIPTION: We rent a studio apartment from our home.

Exams

• S66 Uniform Combined State Law Examination
  2019-08-20