Alek Shigemichi Ahana

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 06/2014 → Present
  Edward Jones
  St Louis, MO
• 09/1997 → Present
  Kapaa Animal Clinic
  Kapaa, HI

Other Businesses

Kapaa Animal Clinic Type of business: Veterinary services Kapaa, HI Start date: 1/1/1994 Business Consultant Hours per week: 2 Hours during trading: 0 General business consulting (Help with marketing/employee decisions) Type of business: Rental property Kapaa, HI Start date: 1/1/2022 Owner Hours per week: 0 Hours during trading: 0 Landlord

Exams

• S66 Uniform Combined State Law Examination
  2014-08-21

Designations

• Certified Financial Planner