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Current Employers
The Rice Partnership, Llc

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

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2024-10-30
  • HI RA
    APPROVED
    Since 2024-10-30

Branch Locations

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

Dairy Center, 444 Hana Hwy #203, Kahului, Maui, HI 96732 • United States

Wealthjar Investment Advisory, Llc

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

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2024-10-30
  • HI RA
    APPROVED
    Since 2024-10-30

Branch Locations

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

Dairy Center, 444 Hana Hwy. #203, Kahului, Maui, HI 96732 • 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
Bank Of Hawaii Maui HI 06/2012 05/2022
Central Pacific Bank Maui HI 05/2022 10/2024
The Rice Partnership Maui HI 10/2024 Present
  • 06/2012 → 05/2022
    Bank Of Hawaii
    Maui, HI
  • 05/2022 → 10/2024
    Central Pacific Bank
    Maui, HI
  • 10/2024 → Present
    The Rice Partnership
    Maui, HI
Other Businesses

Treasurer, Maui Ocean Center Marine Institute; not investment related; 192 Maalaea Rd, Wailuku, HI 96793; Non-profit ocean conservation; 1/2021; 4 hours per month, not during trading hours; Budgeting, planning, treasury duties.

Designations
Other Names
  • Jake Simons

View on SEC IAPD

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