Narumi Yoshida

Employer firm

Yoshida Wealth Management, Inc. CRD 305049

$17.0M regulatory AUM 8 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

• 08/2013 → 07/2019
  Ameriprise Financial Services, Inc.
  New York, NY
• 12/2015 → Present
  Hara Yoshida Accounting
  White Plains, NY
• 07/2019 → Present
  Yoshida Wealth Management, Inc.
  White Plains, NY

Previous Registrations

• 2013-12-26 → 2019-07-05
  Ameriprise Financial Services, Llc
  New York, NY

Other Businesses

Hara Yoshida Accounting; Owner & Managing Director; Tax Preparation (CPA); White Plains, NY 10606; Not Investment Related; December 2015; 20 hours per month; 20 hours during trading hours; Tax Activities; Accounting and tax return preparation.

Exams

• S66 Uniform Combined State Law Examination
  2013-11-11

Designations

• Certified Financial Planner
• Personal Financial Specialist